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Peachtree Investment Advisors’s M&T Bank MTB Stock Holding History

Peachtree Investment Advisors’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
Q1 		– Sell
-279
Closed -$35K – 337
2014
Q4 		$35K Hold
279
– – 0.02% 222
2014
Q3 		$34K Buy
+279
New +$34.3K 0.02% 226

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
WP
Wedgewood Partners St Louis, Missouri $484M AUM 14.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Peachtree Investment Advisors's MTB Position: Q1 2015 in Review

Peachtree Investment Advisors sold out of M&T Bank (MTB) in Q1 2015, closing a stake of 279 shares — an estimated $35K sold.

Peachtree Investment Advisors first reported a position in MTB in Q3 2014 and held it in 2 quarters. The position peaked at $35K in Q4 2014. 525 funds tracked by Wall St. Rank hold MTB as of Q1 2015.

  • Peachtree Investment Advisors reported no remaining M&T Bank position as of Q1 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 279 M&T Bank shares in Q1 2015, an estimated $35K.
  • Peachtree Investment Advisors first reported a position in M&T Bank in Q3 2014 and held it in 2 quarters.
  • Peachtree Investment Advisors's M&T Bank position peaked at $35K in Q4 2014.
  • 525 funds tracked by Wall St. Rank held M&T Bank as of Q1 2015.

Based on Peachtree Investment Advisors's 13F filing for Q1 2015, filed 14 Apr 2015.