Partnervest Advisory Services’s M&T Bank MTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-1,411
Closed -$175K 558
2014
Q2
$175K Buy
1,411
+99
+8% +$12.1K 0.08% 165
2014
Q1
$151K Buy
1,312
+1,251
+2,051% +$144K 0.07% 170
2013
Q4
$7K Hold
61
﹤0.01% 709
2013
Q3
$7K Sell
61
-159
-72% -$18.4K ﹤0.01% 721
2013
Q2
$25K Buy
+220
New +$22.7K 0.01% 371

Other funds holding MTB

Partnervest Advisory Services's MTB Position: Q3 2014 in Review

Partnervest Advisory Services sold out of M&T Bank (MTB) in Q3 2014, closing a stake of 1,411 shares — an estimated $175K sold.

Partnervest Advisory Services first reported a position in MTB in Q2 2013 and held it in 5 quarters. The position peaked at $175K in Q2 2014. 511 funds tracked by Wall St. Rank hold MTB as of Q3 2014.

  • Partnervest Advisory Services reported no remaining M&T Bank position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 1,411 M&T Bank shares in Q3 2014, an estimated $175K.
  • Partnervest Advisory Services first reported a position in M&T Bank in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's M&T Bank position peaked at $175K in Q2 2014.
  • 511 funds tracked by Wall St. Rank held M&T Bank as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.