Lowe Wealth Advisors’s M&T Bank MTB Stock Holding History

Lowe Wealth 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
2018 Q1	–	Sell	-52	Closed	-$9K	–	259
2017 Q4	$9K	Sell	52 -49	-49%	-$8.13K	0.01%	166
2017 Q3	$16K	Buy	+101	New	+$15.9K	0.01%	124

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Lowe Wealth Advisors's MTB Position: Q1 2018 in Review

Lowe Wealth Advisors sold out of M&T Bank (MTB) in Q1 2018, closing a stake of 52 shares — an estimated $9K sold.

Lowe Wealth Advisors first reported a position in MTB in Q3 2017 and held it in 2 quarters. The position peaked at $16K in Q3 2017. 644 funds tracked by Wall St. Rank hold MTB as of Q1 2018.

Lowe Wealth Advisors reported no remaining M&T Bank position as of Q1 2018 after selling out during the quarter.
Lowe Wealth Advisors sold 52 M&T Bank shares in Q1 2018, an estimated $9K.
Lowe Wealth Advisors first reported a position in M&T Bank in Q3 2017 and held it in 2 quarters.
Lowe Wealth Advisors's M&T Bank position peaked at $16K in Q3 2017.
644 funds tracked by Wall St. Rank held M&T Bank as of Q1 2018.

Based on Lowe Wealth Advisors's 13F filing for Q1 2018, filed 6 Apr 2018.