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Opus Capital Group’s M&T Bank MTB Stock Holding History

Opus Capital Group’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
-3,210
Closed -$408K – 236
2015
Q1 		$408K Hold
3,210
– – 0.06% 177
2014
Q4 		$403K Buy
+3,210
New +$394K 0.06% 179

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

Opus Capital Group's MTB Position: Q2 2015 in Review

Opus Capital Group sold out of M&T Bank (MTB) in Q2 2015, closing a stake of 3,210 shares — an estimated $408K sold.

Opus Capital Group first reported a position in MTB in Q4 2014 and held it in 2 quarters. The position peaked at $408K in Q1 2015. 534 funds tracked by Wall St. Rank hold MTB as of Q2 2015.

  • Opus Capital Group reported no remaining M&T Bank position as of Q2 2015 after selling out during the quarter.
  • Opus Capital Group sold 3,210 M&T Bank shares in Q2 2015, an estimated $408K.
  • Opus Capital Group first reported a position in M&T Bank in Q4 2014 and held it in 2 quarters.
  • Opus Capital Group's M&T Bank position peaked at $408K in Q1 2015.
  • 534 funds tracked by Wall St. Rank held M&T Bank as of Q2 2015.

Based on Opus Capital Group's 13F filing for Q2 2015, filed 5 Aug 2015.