Midwest Investment Management’s M&T Bank MTB Stock Holding History

Midwest Investment Management’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 Q3	$1.47M	Sell	9,153 -902	-9%	-$142K	1.21%	34
2017 Q2	$1.63M	Sell	10,055 -10	-0.1%	-$1.58K	1.37%	32
2017 Q1	$1.56M	Sell	10,065 -4,990	-33%	-$808K	1.33%	32
2016 Q4	$2.35M	Sell	15,055 -5,416	-26%	-$733K	2.02%	22
2016 Q3	$2.38M	Sell	20,471 -1,220	-6%	-$142K	2.06%	23
2016 Q2	$2.56M	Sell	21,691 -225	-1%	-$26.1K	2.09%	20
2016 Q1	$2.43M	Buy	21,916 +50	+0.2%	+$5.43K	1.96%	25
2015 Q4	$2.65M	Buy	21,866 +40	+0.2%	+$4.88K	2.25%	17
2015 Q3	$2.66M	Buy	+21,826	New	+$2.73M	2.26%	15
2014 Q1	–	Sell	-4,070	Closed	-$473K	–	62
2013 Q4	$473K	Sell	4,070 -850	-17%	-$96.6K	0.35%	54
2013 Q3	$550K	Sell	4,920 -45	-0.9%	-$5.21K	0.46%	49
2013 Q2	$554K	Buy	+4,965	New	+$512K	0.56%	44

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

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

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

Midwest Investment Management's MTB Position: Q3 2017 in Review

Midwest Investment Management reduced its M&T Bank (MTB) stake by 9% in Q3 2017, selling an estimated $142K and leaving 9,153 shares worth $1.47M. The position accounts for 1.21% of the portfolio, ranked #34.

Midwest Investment Management first reported a position in MTB in Q2 2013 and has held it in 12 quarters since. The position peaked at $2.66M in Q3 2015. 600 funds tracked by Wall St. Rank hold MTB as of Q3 2017.

Midwest Investment Management held 9,153 shares of M&T Bank worth $1.47M as of Q3 2017.
Midwest Investment Management sold 902 M&T Bank shares in Q3 2017, an estimated $142K.
M&T Bank made up 1.21% of Midwest Investment Management's portfolio in Q3 2017, its #34 holding.
Midwest Investment Management first reported a position in M&T Bank in Q2 2013 and has held it in 12 quarters since.
Midwest Investment Management's M&T Bank position peaked at $2.66M in Q3 2015.
600 funds tracked by Wall St. Rank held M&T Bank as of Q3 2017.

Based on Midwest Investment Management's 13F filing for Q3 2017, filed 13 Oct 2017.