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Opus Investment Management’s M&T Bank MTB Stock Holding History

Opus Investment 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
2020
Q1 		– Sell
-175
Closed -$30K – 102
2019
Q4 		$30K Hold
175
– – ﹤0.01% 102
2019
Q3 		$28K Buy
+175
New +$27.5K ﹤0.01% 103

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
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
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
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

Opus Investment Management's MTB Position: Q1 2020 in Review

Opus Investment Management sold out of M&T Bank (MTB) in Q1 2020, closing a stake of 175 shares — an estimated $30K sold.

Opus Investment Management first reported a position in MTB in Q3 2019 and held it in 2 quarters. The position peaked at $30K in Q4 2019. 592 funds tracked by Wall St. Rank hold MTB as of Q1 2020.

  • Opus Investment Management reported no remaining M&T Bank position as of Q1 2020 after selling out during the quarter.
  • Opus Investment Management sold 175 M&T Bank shares in Q1 2020, an estimated $30K.
  • Opus Investment Management first reported a position in M&T Bank in Q3 2019 and held it in 2 quarters.
  • Opus Investment Management's M&T Bank position peaked at $30K in Q4 2019.
  • 592 funds tracked by Wall St. Rank held M&T Bank as of Q1 2020.

Based on Opus Investment Management's 13F filing for Q1 2020, filed 14 May 2020.