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Lumbard & Kellner’s M&T Bank MTB Stock Holding History

Lumbard & Kellner’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
2017
Q4 		– Sell
-2,018
Closed -$325K – 89
2017
Q3 		$325K Hold
2,018
– – 0.18% 61
2017
Q2 		$327K Hold
2,018
– – 0.19% 59
2017
Q1 		$312K Buy
+2,018
New +$327K 0.18% 61

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lumbard & Kellner's MTB Position: Q4 2017 in Review

Lumbard & Kellner sold out of M&T Bank (MTB) in Q4 2017, closing a stake of 2,018 shares — an estimated $325K sold.

Lumbard & Kellner first reported a position in MTB in Q1 2017 and held it in 3 quarters. The position peaked at $327K in Q2 2017. 619 funds tracked by Wall St. Rank hold MTB as of Q4 2017.

  • Lumbard & Kellner reported no remaining M&T Bank position as of Q4 2017 after selling out during the quarter.
  • Lumbard & Kellner sold 2,018 M&T Bank shares in Q4 2017, an estimated $325K.
  • Lumbard & Kellner first reported a position in M&T Bank in Q1 2017 and held it in 3 quarters.
  • Lumbard & Kellner's M&T Bank position peaked at $327K in Q2 2017.
  • 619 funds tracked by Wall St. Rank held M&T Bank as of Q4 2017.

Based on Lumbard & Kellner's 13F filing for Q4 2017, filed 13 Feb 2018.