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Regal Investment Advisors’s M&T Bank MTB Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-168
Closed -$20K – 654
2015
Q3 		$20K Hold
168
– – 0.01% 558
2015
Q2 		$20K Buy
168
+1
+0.6% +$123 0.01% 559
2015
Q1 		$21K Buy
167
+1
+0.6% +$121 0.01% 556
2014
Q4 		$21K Buy
166
+1
+0.6% +$123 0.01% 522
2014
Q3 		$20K Buy
165
+1
+0.6% +$123 0.01% 555
2014
Q2 		$20K Sell
164
-166
-50% -$20.2K 0.01% 548
2014
Q1 		$40K Hold
330
– – 0.02% 379
2013
Q4 		$38K Hold
330
– – 0.02% 331
2013
Q3 		$37K Buy
330
+1
+0.3% +$116 0.02% 351
2013
Q2 		$37K Buy
+329
New +$33.9K 0.02% 339

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WP
Wedgewood Partners St Louis, Missouri $484M AUM 16.04% 1-Year Est. Return

Regal Investment Advisors's MTB Position: Q4 2015 in Review

Regal Investment Advisors sold out of M&T Bank (MTB) in Q4 2015, closing a stake of 168 shares — an estimated $20K sold.

Regal Investment Advisors first reported a position in MTB in Q2 2013 and held it in 10 quarters. The position peaked at $40K in Q1 2014. 554 funds tracked by Wall St. Rank hold MTB as of Q4 2015.

  • Regal Investment Advisors reported no remaining M&T Bank position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 168 M&T Bank shares in Q4 2015, an estimated $20K.
  • Regal Investment Advisors first reported a position in M&T Bank in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's M&T Bank position peaked at $40K in Q1 2014.
  • 554 funds tracked by Wall St. Rank held M&T Bank as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.