Miles Capital’s M&T Bank MTB Stock Holding History

Miles Capital’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
2018 Q2	–	Sell	-1,658	Closed	-$306K	–	205
2018 Q1	$306K	Sell	1,658 -5,182	-76%	-$966K	0.17%	115
2017 Q4	$1.17M	Sell	6,840 -9	-0.1%	-$1.49K	0.68%	34
2017 Q3	$1.1M	Sell	6,849 -204	-3%	-$32.1K	0.63%	34
2017 Q2	$1.14M	Sell	7,053 -599	-8%	-$94.5K	0.61%	33
2017 Q1	$1.18M	Sell	7,652 -1,385	-15%	-$224K	0.66%	26
2016 Q4	$1.41M	Buy	9,037 +151	+2%	+$20.4K	0.86%	17
2016 Q3	$1.03M	Buy	8,886 +720	+9%	+$83.7K	0.7%	34
2016 Q2	$965K	Buy	+8,166	New	+$948K	0.66%	29

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Miles Capital's MTB Position: Q2 2018 in Review

Miles Capital sold out of M&T Bank (MTB) in Q2 2018, closing a stake of 1,658 shares — an estimated $306K sold.

Miles Capital first reported a position in MTB in Q2 2016 and held it in 8 quarters. The position peaked at $1.41M in Q4 2016. 670 funds tracked by Wall St. Rank hold MTB as of Q2 2018.

Miles Capital reported no remaining M&T Bank position as of Q2 2018 after selling out during the quarter.
Miles Capital sold 1,658 M&T Bank shares in Q2 2018, an estimated $306K.
Miles Capital first reported a position in M&T Bank in Q2 2016 and held it in 8 quarters.
Miles Capital's M&T Bank position peaked at $1.41M in Q4 2016.
670 funds tracked by Wall St. Rank held M&T Bank as of Q2 2018.

Based on Miles Capital's 13F filing for Q2 2018, filed 14 Aug 2018.