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

Omnia 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
-61
Closed -$10K – 367
2019
Q1 		$10K Hold
61
– – ﹤0.01% 263
2018
Q4 		$9K Hold
61
– – ﹤0.01% 250
2018
Q3 		$10K Hold
61
– – ﹤0.01% 262
2018
Q2 		$10K Hold
61
– – ﹤0.01% 253
2018
Q1 		$11K Sell
61
-109
-64% -$20.3K 0.01% 252
2017
Q4 		$29K Buy
170
+109
+179% +$18.1K 0.01% 196
2017
Q3 		$10K Hold
61
– – ﹤0.01% 271
2017
Q2 		$10K Buy
+61
New +$9.63K ﹤0.01% 281

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 $3.37T AUM 44.26% 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

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

Omnia Family Wealth sold out of M&T Bank (MTB) in Q2 2019, closing a stake of 61 shares — an estimated $10K sold.

Omnia Family Wealth first reported a position in MTB in Q2 2017 and held it in 8 quarters. The position peaked at $29K in Q4 2017. 676 funds tracked by Wall St. Rank hold MTB as of Q2 2019.

  • Omnia Family Wealth reported no remaining M&T Bank position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 61 M&T Bank shares in Q2 2019, an estimated $10K.
  • Omnia Family Wealth first reported a position in M&T Bank in Q2 2017 and held it in 8 quarters.
  • Omnia Family Wealth's M&T Bank position peaked at $29K in Q4 2017.
  • 676 funds tracked by Wall St. Rank held M&T Bank as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.