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

TrustCore 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
Q1 		– Sell
-18
Closed -$3K – 937
2019
Q4 		$3K Hold
18
– – ﹤0.01% 794
2019
Q3 		$3K Hold
18
– – ﹤0.01% 826
2019
Q2 		$3K Sell
18
-8
-31% -$1.33K ﹤0.01% 809
2019
Q1 		$4K Buy
26
+8
+44% +$1.31K ﹤0.01% 698
2018
Q4 		$3K Hold
18
– – ﹤0.01% 376
2018
Q3 		$3K Buy
+18
New +$3.12K ﹤0.01% 734

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Wellington Management Group
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State Street
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JP Morgan Chase
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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

TrustCore Financial Services's MTB Position: Q1 2020 in Review

TrustCore Financial Services sold out of M&T Bank (MTB) in Q1 2020, closing a stake of 18 shares — an estimated $3K sold.

TrustCore Financial Services first reported a position in MTB in Q3 2018 and held it in 6 quarters. The position peaked at $4K in Q1 2019. 592 funds tracked by Wall St. Rank hold MTB as of Q1 2020.

  • TrustCore Financial Services reported no remaining M&T Bank position as of Q1 2020 after selling out during the quarter.
  • TrustCore Financial Services sold 18 M&T Bank shares in Q1 2020, an estimated $3K.
  • TrustCore Financial Services first reported a position in M&T Bank in Q3 2018 and held it in 6 quarters.
  • TrustCore Financial Services's M&T Bank position peaked at $4K in Q1 2019.
  • 592 funds tracked by Wall St. Rank held M&T Bank as of Q1 2020.

Based on TrustCore Financial Services's 13F filing for Q1 2020, filed 7 May 2020.