RFM
MTB icon

Royal Fund Management’s M&T Bank MTB Stock Holding History

Royal Fund Management’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
Q2 		– Sell
-6
Closed – – 407
2020
Q1 		$0 Hold
6
– – ﹤0.01% 678
2019
Q4 		$1K Buy
+6
New +$974 ﹤0.01% 594
2019
Q2 		– Sell
-17
Closed -$2K – 616
2019
Q1 		$2K Hold
17
– – ﹤0.01% 510
2018
Q4 		$2K Buy
+17
New +$2.72K ﹤0.01% 489

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
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Fund Management's MTB Position: Q2 2020 in Review

Royal Fund Management sold out of M&T Bank (MTB) in Q2 2020, closing a stake of 6 shares.

Royal Fund Management first reported a position in MTB in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q1 2019. 595 funds tracked by Wall St. Rank hold MTB as of Q2 2020.

  • Royal Fund Management reported no remaining M&T Bank position as of Q2 2020 after selling out during the quarter.
  • Royal Fund Management sold 6 M&T Bank shares in Q2 2020.
  • Royal Fund Management first reported a position in M&T Bank in Q4 2018 and held it in 4 quarters.
  • Royal Fund Management's M&T Bank position peaked at $2K in Q1 2019.
  • 595 funds tracked by Wall St. Rank held M&T Bank as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.