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TRUE Private Wealth Advisors’s M&T Bank MTB Stock Holding History

TRUE Private Wealth 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
2018
Q4 		– Sell
-87
Closed -$14.3K – 670
2018
Q3 		$14.3K Buy
+87
New +$15.1K ﹤0.01% 674

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

TRUE Private Wealth Advisors's MTB Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of M&T Bank (MTB) in Q4 2018, closing a stake of 87 shares — an estimated $14.3K sold.

TRUE Private Wealth Advisors first reported a position in MTB in Q3 2018 and held it in 1 quarter. The position peaked at $14.3K in Q3 2018. 689 funds tracked by Wall St. Rank hold MTB as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining M&T Bank position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 87 M&T Bank shares in Q4 2018, an estimated $14.3K.
  • TRUE Private Wealth Advisors first reported a position in M&T Bank in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's M&T Bank position peaked at $14.3K in Q3 2018.
  • 689 funds tracked by Wall St. Rank held M&T Bank as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.