RWA Wealth Partners’s M&T Bank MTB Stock Holding History

RWA Wealth Partners’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
2018 Q3	–	Sell	-24	Closed	-$4K	–	535
2018 Q2	$4K	Buy	+24	New	+$4.3K	﹤0.01%	694

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

RWA Wealth Partners's MTB Position: Q3 2018 in Review

RWA Wealth Partners sold out of M&T Bank (MTB) in Q3 2018, closing a stake of 24 shares — an estimated $4K sold.

RWA Wealth Partners first reported a position in MTB in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 683 funds tracked by Wall St. Rank hold MTB as of Q3 2018.

RWA Wealth Partners reported no remaining M&T Bank position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 24 M&T Bank shares in Q3 2018, an estimated $4K.
RWA Wealth Partners first reported a position in M&T Bank in Q2 2018 and held it in 1 quarter.
RWA Wealth Partners's M&T Bank position peaked at $4K in Q2 2018.
683 funds tracked by Wall St. Rank held M&T Bank as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.