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Wealthfront’s M&T Bank MTB Stock Holding History

Wealthfront’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
Q3 		$1.63M Sell
9,925
-836
-8% -$145K 0.02% 158
2018
Q2 		$1.83M Sell
10,761
-483
-4% -$86.6K 0.02% 135
2018
Q1 		$2.07M Buy
11,244
+68
+0.6% +$12.7K 0.02% 130
2017
Q4 		$1.91M Sell
11,176
-3,223
-22% -$535K 0.02% 130
2017
Q3 		$2.32M Buy
14,399
+9,592
+200% +$1.51M 0.03% 97
2017
Q2 		$778K Buy
4,807
+2,309
+92% +$364K 0.01% 190
2017
Q1 		$387K Buy
2,498
+55
+2% +$8.9K 0.01% 278
2016
Q4 		$382K Buy
2,443
+105
+4% +$14.2K 0.01% 246
2016
Q3 		$271K Sell
2,338
-32
-1% -$3.72K 0.01% 297
2016
Q2 		$280K Buy
+2,370
New +$275K 0.01% 274
2015
Q4 		– Sell
-1,938
Closed -$236K – 765
2015
Q3 		$236K Buy
1,938
+818
+73% +$102K 0.01% 245
2015
Q2 		$140K Buy
1,120
+9
+0.8% +$1.11K 0.01% 337
2015
Q1 		$141K Buy
1,111
+400
+56% +$48.4K 0.01% 319
2014
Q4 		$89K Sell
711
-337
-32% -$41.4K 0.01% 377
2014
Q3 		$129K Buy
1,048
+203
+24% +$25K 0.01% 239
2014
Q2 		$106K Buy
845
+380
+82% +$46.3K 0.01% 210
2014
Q1 		$57K Buy
+465
New +$53.7K 0.01% 233

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthfront's MTB Position: Q3 2018 in Review

Wealthfront reduced its M&T Bank (MTB) stake by 7.8% in Q3 2018, selling an estimated $145K and leaving 9,925 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #158.

Wealthfront first reported a position in MTB in Q1 2014 and has held it in 17 quarters since. The position peaked at $2.32M in Q3 2017. 683 funds tracked by Wall St. Rank hold MTB as of Q3 2018.

  • Wealthfront held 9,925 shares of M&T Bank worth $1.63M as of Q3 2018.
  • Wealthfront sold 836 M&T Bank shares in Q3 2018, an estimated $145K.
  • M&T Bank made up 0.02% of Wealthfront's portfolio in Q3 2018, its #158 holding.
  • Wealthfront first reported a position in M&T Bank in Q1 2014 and has held it in 17 quarters since.
  • Wealthfront's M&T Bank position peaked at $2.32M in Q3 2017.
  • 683 funds tracked by Wall St. Rank held M&T Bank as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.