Proficio Capital Partners’s M&T Bank MTB Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-143	Closed	-$24K	–	1010
2019 Q2	$24K	Sell	143 -17	-11%	-$2.82K	0.01%	617
2019 Q1	$25K	Sell	160 -3	-2%	-$493	0.01%	562
2018 Q4	$23K	Sell	163 -48	-23%	-$7.67K	0.01%	499
2018 Q3	$35K	Sell	211 -14	-6%	-$2.43K	0.01%	429
2018 Q2	$38K	Sell	225 -4	-2%	-$717	0.02%	428
2018 Q1	$42K	Buy	229 +7	+3%	+$1.3K	0.02%	389
2017 Q4	$38K	Sell	222 -2	-0.9%	-$332	0.01%	410
2017 Q3	$36K	Buy	224 +174	+348%	+$27.3K	0.01%	449
2017 Q2	$8K	Buy	50 +9	+22%	+$1.42K	﹤0.01%	860
2017 Q1	$7K	Buy	41 +16	+64%	+$2.59K	﹤0.01%	905
2016 Q4	$4K	Hold	25	–	–	﹤0.01%	791
2016 Q3	$3K	Buy	25 +11	+79%	+$1.28K	﹤0.01%	816
2016 Q2	$2K	Sell	14 -29	-67%	-$3.37K	﹤0.01%	826
2016 Q1	$5K	Buy	43 +20	+87%	+$2.17K	﹤0.01%	525
2015 Q4	$3K	Buy	+23	New	+$2.8K	﹤0.01%	571

Other funds holding MTB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

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

Wellington Management Group

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Berkshire Hathaway

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

State Farm Mutual Automobile Insurance

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return