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Mosaic Family Wealth’s M&T Bank MTB Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-661
Closed -$104K – 441
2019
Q1 		$104K Hold
661
– – 0.04% 226
2018
Q4 		$95K Buy
661
+12
+2% +$1.92K 0.04% 232
2018
Q3 		$109K Buy
649
+510
+367% +$88.5K 0.04% 210
2018
Q2 		$24K Buy
139
+59
+74% +$10.6K 0.01% 439
2018
Q1 		$15K Buy
+80
New +$14.9K 0.01% 479
2017
Q4 		– Sell
-1,233
Closed -$198K – 831
2017
Q3 		$198K Buy
1,233
+8
+0.7% +$1.26K 0.08% 187
2017
Q2 		$198K Buy
1,225
+62
+5% +$9.78K 0.08% 180
2017
Q1 		$180K Buy
1,163
+33
+3% +$5.34K 0.08% 186
2016
Q4 		$177K Hold
1,130
– – 0.08% 175
2016
Q3 		$131K Buy
1,130
+126
+13% +$14.6K 0.06% 218
2016
Q2 		$119K Buy
1,004
+237
+31% +$27.5K 0.06% 221
2016
Q1 		$85K Buy
767
+285
+59% +$30.9K 0.04% 268
2015
Q4 		$58K Buy
+482
New +$58.8K 0.03% 299

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mosaic Family Wealth's MTB Position: Q2 2019 in Review

Mosaic Family Wealth sold out of M&T Bank (MTB) in Q2 2019, closing a stake of 661 shares — an estimated $104K sold.

Mosaic Family Wealth first reported a position in MTB in Q4 2015 and held it in 13 quarters. The position peaked at $198K in Q3 2017. 676 funds tracked by Wall St. Rank hold MTB as of Q2 2019.

  • Mosaic Family Wealth reported no remaining M&T Bank position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 661 M&T Bank shares in Q2 2019, an estimated $104K.
  • Mosaic Family Wealth first reported a position in M&T Bank in Q4 2015 and held it in 13 quarters.
  • Mosaic Family Wealth's M&T Bank position peaked at $198K in Q3 2017.
  • 676 funds tracked by Wall St. Rank held M&T Bank as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.