McAdams Wright Ragen’s M&T Bank MTB Stock Holding History

McAdams Wright Ragen’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
2014 Q3	$787K	Sell	6,387 -5,854	-48%	-$721K	0.04%	213
2014 Q2	$1.52M	Sell	12,241 -642	-5%	-$78.2K	0.08%	163
2014 Q1	$1.56M	Buy	12,883 +301	+2%	+$34.7K	0.1%	151
2013 Q4	$1.46M	Buy	12,582 +319	+3%	+$36.3K	0.1%	156
2013 Q3	$1.37M	Sell	12,263 -1,178	-9%	-$136K	0.11%	139
2013 Q2	$1.5M	Buy	+13,441	New	+$1.39M	0.12%	137

Other funds holding MTB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

McAdams Wright Ragen's MTB Position: Q3 2014 in Review

McAdams Wright Ragen reduced its M&T Bank (MTB) stake by 48% in Q3 2014, selling an estimated $721K and leaving 6,387 shares worth $787K. The position accounts for 0.04% of the portfolio, ranked #213.

McAdams Wright Ragen first reported a position in MTB in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.56M in Q1 2014. 511 funds tracked by Wall St. Rank hold MTB as of Q3 2014.

McAdams Wright Ragen held 6,387 shares of M&T Bank worth $787K as of Q3 2014.
McAdams Wright Ragen sold 5,854 M&T Bank shares in Q3 2014, an estimated $721K.
M&T Bank made up 0.04% of McAdams Wright Ragen's portfolio in Q3 2014, its #213 holding.
McAdams Wright Ragen first reported a position in M&T Bank in Q2 2013 and has held it in 6 quarters since.
McAdams Wright Ragen's M&T Bank position peaked at $1.56M in Q1 2014.
511 funds tracked by Wall St. Rank held M&T Bank as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.