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Robert N. Shapiro’s M&T Bank MTB Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$968K Sell
7,705
-2,586
-25% -$317K 0.19% 129
2014
Q3 		$1.27M Sell
10,291
-597
-5% -$73.5K 0.24% 118
2014
Q2 		$1.35M Sell
10,888
-465
-4% -$56.7K 0.26% 116
2014
Q1 		$1.38M Sell
11,353
-680
-6% -$78.5K 0.25% 121
2013
Q4 		$1.4M Sell
12,033
-2,323
-16% -$264K 0.25% 118
2013
Q3 		$1.61M Buy
14,356
+7,817
+120% +$905K 0.28% 109
2013
Q2 		$730K Buy
+6,539
New +$674K 0.15% 145

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Robert N. Shapiro's MTB Position: Q4 2014 in Review

Robert N. Shapiro reduced its M&T Bank (MTB) stake by 25% in Q4 2014, selling an estimated $317K and leaving 7,705 shares worth $968K. The position accounts for 0.19% of the portfolio, ranked #129.

Robert N. Shapiro first reported a position in MTB in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.61M in Q3 2013. 529 funds tracked by Wall St. Rank hold MTB as of Q4 2014.

  • Robert N. Shapiro held 7,705 shares of M&T Bank worth $968K as of Q4 2014.
  • Robert N. Shapiro sold 2,586 M&T Bank shares in Q4 2014, an estimated $317K.
  • M&T Bank made up 0.19% of Robert N. Shapiro's portfolio in Q4 2014, its #129 holding.
  • Robert N. Shapiro first reported a position in M&T Bank in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's M&T Bank position peaked at $1.61M in Q3 2013.
  • 529 funds tracked by Wall St. Rank held M&T Bank as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.