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Tiedemann Advisors’s M&T Bank MTB Stock Holding History

Tiedemann 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
2019
Q3 		– Sell
-1,189
Closed -$201K – 314
2019
Q2 		$201K Sell
1,189
-763
-39% -$126K 0.01% 283
2019
Q1 		$306K Buy
1,952
+7
+0.4% +$1.15K 0.01% 359
2018
Q4 		$278K Buy
+1,945
New +$311K 0.01% 354

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tiedemann Advisors's MTB Position: Q3 2019 in Review

Tiedemann Advisors sold out of M&T Bank (MTB) in Q3 2019, closing a stake of 1,189 shares — an estimated $201K sold.

Tiedemann Advisors first reported a position in MTB in Q4 2018 and held it in 3 quarters. The position peaked at $306K in Q1 2019. 640 funds tracked by Wall St. Rank hold MTB as of Q3 2019.

  • Tiedemann Advisors reported no remaining M&T Bank position as of Q3 2019 after selling out during the quarter.
  • Tiedemann Advisors sold 1,189 M&T Bank shares in Q3 2019, an estimated $201K.
  • Tiedemann Advisors first reported a position in M&T Bank in Q4 2018 and held it in 3 quarters.
  • Tiedemann Advisors's M&T Bank position peaked at $306K in Q1 2019.
  • 640 funds tracked by Wall St. Rank held M&T Bank as of Q3 2019.

Based on Tiedemann Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.