Madison Investment Holdings’s M&T Bank MTB Stock Holding History

Madison Investment Holdings’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 Q2	–	Sell	-109,158	Closed	-$16.9M	–	260
2017 Q1	$16.9M	Sell	109,158 -68,369	-39%	-$11.1M	0.31%	100
2016 Q4	$27.8M	Sell	177,527 -1,650	-0.9%	-$223K	0.54%	68
2016 Q3	$20.8M	Buy	179,177 +1,553	+0.9%	+$180K	0.41%	86
2016 Q2	$21M	Sell	177,624 -1,130	-0.6%	-$131K	0.44%	83
2016 Q1	$19.8M	Buy	178,754 +1,097	+0.6%	+$119K	0.42%	86
2015 Q4	$21.5M	Sell	177,657 -6,550	-4%	-$798K	0.47%	82
2015 Q3	$22.5M	Sell	184,207 -8,142	-4%	-$1.02M	0.49%	82
2015 Q2	$24M	Sell	192,349 -91,826	-32%	-$11.3M	0.49%	85
2015 Q1	$36.1M	Sell	284,175 -103,097	-27%	-$12.5M	0.71%	47
2014 Q4	$48.6M	Sell	387,272 -49,215	-11%	-$6.04M	1.04%	28
2014 Q3	$53.8M	Sell	436,487 -60,532	-12%	-$7.45M	1.19%	22
2014 Q2	$61.7M	Sell	497,019 -61,970	-11%	-$7.55M	1.26%	16
2014 Q1	$67.8M	Sell	558,989 -21,303	-4%	-$2.46M	1.29%	18
2013 Q4	$67.6M	Sell	580,292 -16,567	-3%	-$1.88M	1.31%	15
2013 Q3	$66.8M	Sell	596,859 -33,924	-5%	-$3.93M	1.41%	11
2013 Q2	$70.5M	Buy	+630,783	New	+$65M	1.54%	11

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Madison Investment Holdings's MTB Position: Q2 2017 in Review

Madison Investment Holdings sold out of M&T Bank (MTB) in Q2 2017, closing a stake of 109,158 shares — an estimated $16.9M sold.

Madison Investment Holdings first reported a position in MTB in Q2 2013 and held it in 16 quarters. The position peaked at $70.5M in Q2 2013. 585 funds tracked by Wall St. Rank hold MTB as of Q2 2017.

Madison Investment Holdings reported no remaining M&T Bank position as of Q2 2017 after selling out during the quarter.
Madison Investment Holdings sold 109,158 M&T Bank shares in Q2 2017, an estimated $16.9M.
Madison Investment Holdings first reported a position in M&T Bank in Q2 2013 and held it in 16 quarters.
Madison Investment Holdings's M&T Bank position peaked at $70.5M in Q2 2013.
585 funds tracked by Wall St. Rank held M&T Bank as of Q2 2017.

Based on Madison Investment Holdings's 13F filing for Q2 2017, filed 14 Aug 2017.