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Squar Milner Financial Services’s M&T Bank MTB Stock Holding History

Squar Milner Financial 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
Q2 		– Sell
-11
Closed -$1K – 515
2020
Q1 		$1K Hold
11
– – ﹤0.01% 728
2019
Q4 		$1K Buy
+11
New +$1.78K ﹤0.01% 795
2019
Q3 		– Sell
-11
Closed -$2K – 528
2019
Q2 		$2K Sell
11
-8
-42% -$1.33K ﹤0.01% 743
2019
Q1 		$2K Hold
19
– – ﹤0.01% 779
2018
Q4 		$3K Hold
19
– – ﹤0.01% 656
2018
Q3 		$3K Hold
19
– – ﹤0.01% 691
2018
Q2 		$3K Buy
+19
New +$3.4K ﹤0.01% 786

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's MTB Position: Q2 2020 in Review

Squar Milner Financial Services sold out of M&T Bank (MTB) in Q2 2020, closing a stake of 11 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in MTB in Q2 2018 and held it in 7 quarters. The position peaked at $3K in Q4 2018. 595 funds tracked by Wall St. Rank hold MTB as of Q2 2020.

  • Squar Milner Financial Services reported no remaining M&T Bank position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 11 M&T Bank shares in Q2 2020, an estimated $1K.
  • Squar Milner Financial Services first reported a position in M&T Bank in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's M&T Bank position peaked at $3K in Q4 2018.
  • 595 funds tracked by Wall St. Rank held M&T Bank as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.