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McKinley Carter Wealth Services’s M&T Bank MTB Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-1,680
Closed -$204K – 97
2014
Q1 		$204K Sell
1,680
-3,838
-70% -$443K 0.22% 90
2013
Q4 		$642K Sell
5,518
-2,144
-28% -$244K 0.63% 47
2013
Q3 		$858K Buy
7,662
+131
+2% +$15.2K 1.02% 31
2013
Q2 		$842K Buy
+7,531
New +$776K 1.27% 28

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Neuberger Berman Group
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

McKinley Carter Wealth Services's MTB Position: Q2 2014 in Review

McKinley Carter Wealth Services sold out of M&T Bank (MTB) in Q2 2014, closing a stake of 1,680 shares — an estimated $204K sold.

McKinley Carter Wealth Services first reported a position in MTB in Q2 2013 and held it in 4 quarters. The position peaked at $858K in Q3 2013. 497 funds tracked by Wall St. Rank hold MTB as of Q2 2014.

  • McKinley Carter Wealth Services reported no remaining M&T Bank position as of Q2 2014 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,680 M&T Bank shares in Q2 2014, an estimated $204K.
  • McKinley Carter Wealth Services first reported a position in M&T Bank in Q2 2013 and held it in 4 quarters.
  • McKinley Carter Wealth Services's M&T Bank position peaked at $858K in Q3 2013.
  • 497 funds tracked by Wall St. Rank held M&T Bank as of Q2 2014.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2014, filed 8 Aug 2014.