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UBS’s M&T Bank MTB Stock Holding History

UBS’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 		$136K Buy
1,100
+1,000
+1,000% +$123K ﹤0.01% 5603
2014
Q2 		$12K Buy
+100
New +$12.2K ﹤0.01% 8701
2014
Q1 		– Sell
-3,700
Closed -$431K – 10648
2013
Q4 		$431K Buy
3,700
+2,100
+131% +$239K ﹤0.01% 4498
2013
Q3 		$179K Buy
1,600
+400
+33% +$46.3K ﹤0.01% 5321
2013
Q2 		$134K Buy
+1,200
New +$124K ﹤0.01% 5538

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

UBS's MTB Position: Q3 2014 in Review

UBS increased its M&T Bank (MTB) stake by 14% in Q3 2014, buying an estimated $1.18M and bringing the position to 77,747 shares worth $9.59M. The position accounts for 0.01% of the portfolio, ranked #1483.

UBS first reported a position in MTB in Q2 2013 and has held it in 6 quarters since. 511 funds tracked by Wall St. Rank hold MTB as of Q3 2014.

  • UBS held 77,747 shares of M&T Bank worth $9.59M as of Q3 2014.
  • UBS bought 9,603 M&T Bank shares in Q3 2014, an estimated $1.18M.
  • M&T Bank made up 0.01% of UBS's portfolio in Q3 2014, its #1483 holding.
  • UBS first reported a position in M&T Bank in Q2 2013 and has held it in 6 quarters since.
  • 511 funds tracked by Wall St. Rank held M&T Bank as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.