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Litman Gregory Wealth Management’s M&T Bank MTB Stock Holding History

Litman Gregory Wealth Management’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
2019
Q4 		– Sell
-10
Closed -$2K – 251
2019
Q3 		$2K Sell
10
-10
-50% -$1.57K ﹤0.01% 185
2019
Q2 		$3K Buy
+20
New +$3.31K ﹤0.01% 205

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

Litman Gregory Wealth Management's MTB Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of M&T Bank (MTB) in Q4 2019, closing a stake of 10 shares — an estimated $2K sold.

Litman Gregory Wealth Management first reported a position in MTB in Q2 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 674 funds tracked by Wall St. Rank hold MTB as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining M&T Bank position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 10 M&T Bank shares in Q4 2019, an estimated $2K.
  • Litman Gregory Wealth Management first reported a position in M&T Bank in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's M&T Bank position peaked at $3K in Q2 2019.
  • 674 funds tracked by Wall St. Rank held M&T Bank as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.