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Stifel Trust’s M&T Bank MTB Stock Holding History

Stifel Trust’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
2014
Q3 		$66K Hold
529
– – 0.01% 245
2014
Q2 		$66K Sell
529
-82
-13% -$9.99K 0.01% 243
2014
Q1 		$75K Hold
611
– – 0.01% 238
2013
Q4 		$72K Hold
611
– – 0.01% 237
2013
Q3 		$69K Hold
611
– – 0.01% 242
2013
Q2 		$69K Buy
+611
New +$63K 0.01% 236

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Stifel Trust's MTB Position: Q3 2014 in Review

Stifel Trust held its M&T Bank (MTB) position steady in Q3 2014 at 529 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #245.

Stifel Trust first reported a position in MTB in Q2 2013 and has held it in 6 quarters since. The position peaked at $75K in Q1 2014. 511 funds tracked by Wall St. Rank hold MTB as of Q3 2014.

  • Stifel Trust held 529 shares of M&T Bank worth $66K as of Q3 2014.
  • Stifel Trust left its M&T Bank share count unchanged in Q3 2014.
  • M&T Bank made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #245 holding.
  • Stifel Trust first reported a position in M&T Bank in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's M&T Bank position peaked at $75K in Q1 2014.
  • 511 funds tracked by Wall St. Rank held M&T Bank as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.