Shine Investment Advisory Services’s M&T Bank MTB Stock Holding History

Shine Investment Advisory Services’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 Q3	$9K	Hold	100	–	–	﹤0.01%	566
2020 Q2	$10K	Hold	100	–	–	﹤0.01%	552
2020 Q1	$10K	Hold	100	–	–	﹤0.01%	519
2019 Q4	$17K	Hold	100	–	–	0.01%	499
2019 Q3	$16K	Hold	100	–	–	0.01%	485
2019 Q2	$17K	Sell	100 -340	-77%	-$56.3K	0.01%	478
2019 Q1	$69K	Hold	440	–	–	0.03%	242
2018 Q4	$63K	Hold	440	–	–	0.03%	241
2018 Q3	$72K	Hold	440	–	–	0.04%	239
2018 Q2	$75K	Hold	440	–	–	0.04%	235
2018 Q1	$81K	Hold	440	–	–	0.04%	206
2017 Q4	$75K	Hold	440	–	–	0.04%	228
2017 Q3	$71K	Buy	440 +340	+340%	+$53.4K	0.04%	228
2017 Q2	$16K	Buy	+100	New	+$15.8K	0.01%	465

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Shine Investment Advisory Services's MTB Position: Q3 2020 in Review

Shine Investment Advisory Services held its M&T Bank (MTB) position steady in Q3 2020 at 100 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Shine Investment Advisory Services first reported a position in MTB in Q2 2017 and has held it in 14 quarters since. The position peaked at $81K in Q1 2018. 578 funds tracked by Wall St. Rank hold MTB as of Q3 2020.

Shine Investment Advisory Services held 100 shares of M&T Bank worth $9K as of Q3 2020.
Shine Investment Advisory Services left its M&T Bank share count unchanged in Q3 2020.
M&T Bank made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #566 holding.
Shine Investment Advisory Services first reported a position in M&T Bank in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's M&T Bank position peaked at $81K in Q1 2018.
578 funds tracked by Wall St. Rank held M&T Bank as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.