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OTA Financial Group’s M&T Bank MTB Stock Holding History

OTA Financial 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
2021
Q3 		– Sell
-25,405
Closed -$3.69M – 82
2021
Q2 		$3.69M Buy
+25,405
New +$3.97M 4.09% 5
2013
Q4 		– Sell
-10,334
Closed -$1.16M – 132
2013
Q3 		$1.16M Buy
+10,334
New +$1.2M 0.65% 26

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

OTA Financial Group's MTB Position: Q3 2021 in Review

OTA Financial Group sold out of M&T Bank (MTB) in Q3 2021, closing a stake of 25,405 shares — an estimated $3.69M sold.

OTA Financial Group first reported a position in MTB in Q3 2013 and held it in 2 quarters. The position peaked at $3.69M in Q2 2021. 646 funds tracked by Wall St. Rank hold MTB as of Q3 2021.

  • OTA Financial Group reported no remaining M&T Bank position as of Q3 2021 after selling out during the quarter.
  • OTA Financial Group sold 25,405 M&T Bank shares in Q3 2021, an estimated $3.69M.
  • OTA Financial Group first reported a position in M&T Bank in Q3 2013 and held it in 2 quarters.
  • OTA Financial Group's M&T Bank position peaked at $3.69M in Q2 2021.
  • 646 funds tracked by Wall St. Rank held M&T Bank as of Q3 2021.

Based on OTA Financial Group's 13F filing for Q3 2021, filed 12 Oct 2021.