PCP
MTB icon

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 – 1007
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 0.01% 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Proficio Capital Partners's MTB Position: Q3 2019 in Review

Proficio Capital Partners sold out of M&T Bank (MTB) in Q3 2019, closing a stake of 143 shares — an estimated $24K sold.

Proficio Capital Partners first reported a position in MTB in Q4 2015 and held it in 15 quarters. The position peaked at $42K in Q1 2018. 640 funds tracked by Wall St. Rank hold MTB as of Q3 2019.

  • Proficio Capital Partners reported no remaining M&T Bank position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 143 M&T Bank shares in Q3 2019, an estimated $24K.
  • Proficio Capital Partners first reported a position in M&T Bank in Q4 2015 and held it in 15 quarters.
  • Proficio Capital Partners's M&T Bank position peaked at $42K in Q1 2018.
  • 640 funds tracked by Wall St. Rank held M&T Bank as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.