Old Mutual Customised Solutions’s M&T Bank MTB Stock Holding History

Old Mutual Customised Solutions’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	$1.44M	Sell	8,442 -700	-8%	-$125K	0.14%	179
2018 Q1	$1.69M	Buy	9,142 +700	+8%	+$131K	0.17%	142
2017 Q4	$1.44M	Buy	8,442 +2,500	+42%	+$415K	0.15%	173
2017 Q3	$957K	Buy	5,942 +1,000	+20%	+$157K	0.13%	191
2017 Q2	$800K	Hold	4,942	–	–	0.12%	210
2017 Q1	$765K	Buy	4,942 +442	+10%	+$71.5K	0.12%	220
2016 Q4	$704K	Buy	4,500 +1,600	+55%	+$217K	0.13%	201
2016 Q3	$337K	Sell	2,900 -900	-24%	-$105K	0.1%	247
2016 Q2	$449K	Hold	3,800	–	–	0.11%	221
2016 Q1	$422K	Sell	3,800 -500	-12%	-$54.3K	0.11%	230
2015 Q4	$521K	Buy	4,300 +600	+16%	+$73.1K	0.13%	187
2015 Q3	$451K	Hold	3,700	–	–	0.12%	210
2015 Q2	$462K	Buy	3,700 +700	+23%	+$86.2K	0.11%	230
2015 Q1	$381K	Buy	3,000 +800	+36%	+$96.8K	0.09%	265
2014 Q4	$276K	Buy	2,200 +200	+10%	+$24.6K	0.08%	320
2014 Q3	$247K	Sell	2,000 -300	-13%	-$36.9K	0.07%	334
2014 Q2	$285K	Hold	2,300	–	–	0.07%	328
2014 Q1	$279K	Hold	2,300	–	–	0.07%	313
2013 Q4	$268K	Hold	2,300	–	–	0.07%	315
2013 Q3	$257K	Hold	2,300	–	–	0.07%	302
2013 Q2	$257K	Buy	+2,300	New	+$237K	0.07%	276

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Old Mutual Customised Solutions's MTB Position: Q2 2018 in Review

Old Mutual Customised Solutions reduced its M&T Bank (MTB) stake by 7.7% in Q2 2018, selling an estimated $125K and leaving 8,442 shares worth $1.44M. The position accounts for 0.14% of the portfolio, ranked #179.

Old Mutual Customised Solutions first reported a position in MTB in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.69M in Q1 2018. 669 funds tracked by Wall St. Rank hold MTB as of Q2 2018.

Old Mutual Customised Solutions held 8,442 shares of M&T Bank worth $1.44M as of Q2 2018.
Old Mutual Customised Solutions sold 700 M&T Bank shares in Q2 2018, an estimated $125K.
M&T Bank made up 0.14% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #179 holding.
Old Mutual Customised Solutions first reported a position in M&T Bank in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's M&T Bank position peaked at $1.69M in Q1 2018.
669 funds tracked by Wall St. Rank held M&T Bank as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.