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Lighthouse Financial Advisors’s M&T Bank MTB Stock Holding History

Lighthouse Financial Advisors’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-38
Closed -$6K – 193
2019
Q4 		$6K Buy
+38
New +$6.17K ﹤0.01% 210

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lighthouse Financial Advisors's MTB Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of M&T Bank (MTB) in Q1 2020, closing a stake of 38 shares — an estimated $6K sold.

Lighthouse Financial Advisors first reported a position in MTB in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 592 funds tracked by Wall St. Rank hold MTB as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining M&T Bank position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 38 M&T Bank shares in Q1 2020, an estimated $6K.
  • Lighthouse Financial Advisors first reported a position in M&T Bank in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's M&T Bank position peaked at $6K in Q4 2019.
  • 592 funds tracked by Wall St. Rank held M&T Bank as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.