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Rational Advisors’s M&T Bank MTB Stock Holding History

Rational Advisors’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
2020
Q4 		– Sell
-12
Closed -$1K – 471
2020
Q3 		$1K Sell
12
-24
-67% -$2.45K ﹤0.01% 547
2020
Q2 		$4K Buy
+36
New +$3.8K ﹤0.01% 443
2020
Q1 		– Sell
-59
Closed -$10K – 395
2019
Q4 		$10K Buy
59
+18
+44% +$2.92K ﹤0.01% 453
2019
Q3 		$6K Sell
41
-2
-5% -$315 ﹤0.01% 523
2019
Q2 		$7K Buy
43
+35
+438% +$5.8K ﹤0.01% 501
2019
Q1 		$1K Sell
8
-29
-78% -$4.76K ﹤0.01% 521
2018
Q4 		$5K Sell
37
-92
-71% -$14.7K ﹤0.01% 430
2018
Q3 		$21K Buy
129
+36
+39% +$6.25K 0.01% 355
2018
Q2 		$16K Buy
93
+33
+55% +$5.91K 0.01% 340
2018
Q1 		$11K Buy
+60
New +$11.2K 0.01% 366

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Rational Advisors's MTB Position: Q4 2020 in Review

Rational Advisors sold out of M&T Bank (MTB) in Q4 2020, closing a stake of 12 shares — an estimated $1K sold.

Rational Advisors first reported a position in MTB in Q1 2018 and held it in 10 quarters. The position peaked at $21K in Q3 2018. 621 funds tracked by Wall St. Rank hold MTB as of Q4 2020.

  • Rational Advisors reported no remaining M&T Bank position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 12 M&T Bank shares in Q4 2020, an estimated $1K.
  • Rational Advisors first reported a position in M&T Bank in Q1 2018 and held it in 10 quarters.
  • Rational Advisors's M&T Bank position peaked at $21K in Q3 2018.
  • 621 funds tracked by Wall St. Rank held M&T Bank as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.