Private Advisory Group’s M&T Bank MTB Stock Holding History

Private Advisory 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
2017 Q1	–	Sell	-1,490	Closed	-$233K	–	149
2016 Q4	$233K	Buy	+1,490	New	+$202K	0.16%	120

Other funds holding MTB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Private Advisory Group's MTB Position: Q1 2017 in Review

Private Advisory Group sold out of M&T Bank (MTB) in Q1 2017, closing a stake of 1,490 shares — an estimated $233K sold.

Private Advisory Group first reported a position in MTB in Q4 2016 and held it in 1 quarter. The position peaked at $233K in Q4 2016. 579 funds tracked by Wall St. Rank hold MTB as of Q1 2017.

Private Advisory Group reported no remaining M&T Bank position as of Q1 2017 after selling out during the quarter.
Private Advisory Group sold 1,490 M&T Bank shares in Q1 2017, an estimated $233K.
Private Advisory Group first reported a position in M&T Bank in Q4 2016 and held it in 1 quarter.
Private Advisory Group's M&T Bank position peaked at $233K in Q4 2016.
579 funds tracked by Wall St. Rank held M&T Bank as of Q1 2017.

Based on Private Advisory Group's 13F filing for Q1 2017, filed 16 May 2017.