Reilly Financial Advisors’s M&T Bank MTB Stock Holding History

Reilly Financial 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
2021 Q3	–	Sell	-125	Closed	-$18K	–	1006
2021 Q2	$18K	Hold	125	–	–	﹤0.01%	570
2021 Q1	$19K	Hold	125	–	–	﹤0.01%	552
2020 Q4	$16K	Hold	125	–	–	﹤0.01%	535
2020 Q3	$12K	Hold	125	–	–	﹤0.01%	542
2020 Q2	$13K	Hold	125	–	–	﹤0.01%	527
2020 Q1	$13K	Hold	125	–	–	﹤0.01%	502
2019 Q4	$21K	Hold	125	–	–	﹤0.01%	493
2019 Q3	$20K	Hold	125	–	–	﹤0.01%	507
2019 Q2	$21K	Sell	125 -5	-4%	-$829	﹤0.01%	521
2019 Q1	$20K	Buy	130 +5	+4%	+$821	﹤0.01%	527
2018 Q4	$18K	Hold	125	–	–	﹤0.01%	517
2018 Q3	$21K	Hold	125	–	–	﹤0.01%	543
2018 Q2	$21K	Hold	125	–	–	﹤0.01%	486
2018 Q1	$23K	Sell	125 -42	-25%	-$7.83K	﹤0.01%	456
2017 Q4	$29K	Hold	167	–	–	﹤0.01%	419
2017 Q3	$27K	Hold	167	–	–	﹤0.01%	424
2017 Q2	$27K	Hold	167	–	–	﹤0.01%	428
2017 Q1	$26K	Buy	+167	New	+$27K	﹤0.01%	425

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Reilly Financial Advisors's MTB Position: Q3 2021 in Review

Reilly Financial Advisors sold out of M&T Bank (MTB) in Q3 2021, closing a stake of 125 shares — an estimated $18K sold.

Reilly Financial Advisors first reported a position in MTB in Q1 2017 and held it in 18 quarters. The position peaked at $29K in Q4 2017. 646 funds tracked by Wall St. Rank hold MTB as of Q3 2021.

Reilly Financial Advisors reported no remaining M&T Bank position as of Q3 2021 after selling out during the quarter.
Reilly Financial Advisors sold 125 M&T Bank shares in Q3 2021, an estimated $18K.
Reilly Financial Advisors first reported a position in M&T Bank in Q1 2017 and held it in 18 quarters.
Reilly Financial Advisors's M&T Bank position peaked at $29K in Q4 2017.
646 funds tracked by Wall St. Rank held M&T Bank as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.