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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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WP
Wedgewood Partners St Louis, Missouri $484M AUM 14.59% 1-Year Est. Return