Simon Quick Advisors’s M&T Bank MTB Stock Holding History

Simon Quick 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
2020 Q1	–	Sell	-55	Closed	-$9K	–	628
2019 Q4	$9K	Buy	+55	New	+$8.93K	﹤0.01%	414

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simon Quick Advisors's MTB Position: Q1 2020 in Review

Simon Quick Advisors sold out of M&T Bank (MTB) in Q1 2020, closing a stake of 55 shares — an estimated $9K sold.

Simon Quick Advisors first reported a position in MTB in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 592 funds tracked by Wall St. Rank hold MTB as of Q1 2020.

Simon Quick Advisors reported no remaining M&T Bank position as of Q1 2020 after selling out during the quarter.
Simon Quick Advisors sold 55 M&T Bank shares in Q1 2020, an estimated $9K.
Simon Quick Advisors first reported a position in M&T Bank in Q4 2019 and held it in 1 quarter.
Simon Quick Advisors's M&T Bank position peaked at $9K in Q4 2019.
592 funds tracked by Wall St. Rank held M&T Bank as of Q1 2020.

Based on Simon Quick Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.