Next Capital Management’s M&T Bank MTB Stock Holding History

Next Capital 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
2019 Q3	–	Sell	-105	Closed	-$18K	–	597
2019 Q2	$18K	Buy	+105	New	+$17.4K	0.01%	325

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Next Capital Management's MTB Position: Q3 2019 in Review

Next Capital Management sold out of M&T Bank (MTB) in Q3 2019, closing a stake of 105 shares — an estimated $18K sold.

Next Capital Management first reported a position in MTB in Q2 2019 and held it in 1 quarter. The position peaked at $18K in Q2 2019. 640 funds tracked by Wall St. Rank hold MTB as of Q3 2019.

Next Capital Management reported no remaining M&T Bank position as of Q3 2019 after selling out during the quarter.
Next Capital Management sold 105 M&T Bank shares in Q3 2019, an estimated $18K.
Next Capital Management first reported a position in M&T Bank in Q2 2019 and held it in 1 quarter.
Next Capital Management's M&T Bank position peaked at $18K in Q2 2019.
640 funds tracked by Wall St. Rank held M&T Bank as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.