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Navellier & Associates’s M&T Bank MTB Stock Holding History

Navellier & Associates’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
2015
Q2 		– Sell
-2,345
Closed -$298K – 382
2015
Q1 		$298K Sell
2,345
-340
-13% -$41.2K 0.03% 279
2014
Q4 		$337K Sell
2,685
-22
-0.8% -$2.7K 0.02% 244
2014
Q3 		$334K Sell
2,707
-19
-0.7% -$2.34K 0.02% 235
2014
Q2 		$338K Sell
2,726
-514
-16% -$62.6K 0.02% 240
2014
Q1 		$393K Sell
3,240
-5
-0.2% -$577 0.02% 210
2013
Q4 		$378K Buy
3,245
+34
+1% +$3.86K 0.02% 227
2013
Q3 		$360K Buy
+3,211
New +$372K 0.01% 220

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
WP
Wedgewood Partners St Louis, Missouri $484M AUM 16.04% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Navellier & Associates's MTB Position: Q2 2015 in Review

Navellier & Associates sold out of M&T Bank (MTB) in Q2 2015, closing a stake of 2,345 shares — an estimated $298K sold.

Navellier & Associates first reported a position in MTB in Q3 2013 and held it in 7 quarters. The position peaked at $393K in Q1 2014. 534 funds tracked by Wall St. Rank hold MTB as of Q2 2015.

  • Navellier & Associates reported no remaining M&T Bank position as of Q2 2015 after selling out during the quarter.
  • Navellier & Associates sold 2,345 M&T Bank shares in Q2 2015, an estimated $298K.
  • Navellier & Associates first reported a position in M&T Bank in Q3 2013 and held it in 7 quarters.
  • Navellier & Associates's M&T Bank position peaked at $393K in Q1 2014.
  • 534 funds tracked by Wall St. Rank held M&T Bank as of Q2 2015.

Based on Navellier & Associates's 13F filing for Q2 2015, filed 8 Jul 2015.