PRW Wealth Management’s M&T Bank MTB Stock Holding History

PRW Wealth Management’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 Q2	–	Sell	-3	Closed	–	–	444
2019 Q1	$0	Hold	3	–	–	﹤0.01%	755
2018 Q4	$0	Buy	+3	New	+$480	﹤0.01%	732

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

PRW Wealth Management's MTB Position: Q2 2019 in Review

PRW Wealth Management sold out of M&T Bank (MTB) in Q2 2019, closing a stake of 3 shares.

PRW Wealth Management first reported a position in MTB in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 676 funds tracked by Wall St. Rank hold MTB as of Q2 2019.

PRW Wealth Management reported no remaining M&T Bank position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 3 M&T Bank shares in Q2 2019.
PRW Wealth Management first reported a position in M&T Bank in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's M&T Bank position peaked at $0 in Q1 2019.
676 funds tracked by Wall St. Rank held M&T Bank as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.