Pinnacle Summer Investments’s M&T Bank MTB Stock Holding History

Pinnacle Summer Investments’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 Q4	$2K	Sell	17 -500	-97%	-$60.9K	﹤0.01%	701
2015 Q3	$63K	Hold	517	–	–	0.01%	451
2015 Q2	$65K	Sell	517 -244	-32%	-$30K	0.01%	283
2015 Q1	$97K	Buy	761 +1	+0.1%	+$121	0.01%	406
2014 Q4	$86K	Hold	760	–	–	0.01%	429
2014 Q3	$94K	Buy	760 +17	+2%	+$2.09K	0.01%	427
2014 Q2	$92K	Buy	743 +1	+0.1%	+$122	0.01%	414
2014 Q1	$91K	Hold	742	–	–	0.01%	381
2013 Q4	$86K	Sell	742 -448	-38%	-$50.9K	0.01%	378
2013 Q3	$133K	Buy	1,190 +4	+0.3%	+$463	0.02%	293
2013 Q2	$133K	Buy	+1,186	New	+$122K	0.03%	252

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Wedgewood Partners St Louis, Missouri $484M AUM 14.59% 1-Year Est. Return

Pinnacle Summer Investments's MTB Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its M&T Bank (MTB) stake by 97% in Q4 2015, selling an estimated $60.9K and leaving 17 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Pinnacle Summer Investments first reported a position in MTB in Q2 2013 and has held it in 11 quarters since. The position peaked at $133K in Q3 2013. 554 funds tracked by Wall St. Rank hold MTB as of Q4 2015.

Pinnacle Summer Investments held 17 shares of M&T Bank worth $2K as of Q4 2015.
Pinnacle Summer Investments sold 500 M&T Bank shares in Q4 2015, an estimated $60.9K.
M&T Bank made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #701 holding.
Pinnacle Summer Investments first reported a position in M&T Bank in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's M&T Bank position peaked at $133K in Q3 2013.
554 funds tracked by Wall St. Rank held M&T Bank as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.