MIM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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