WealthStone’s M&T Bank MTB Stock Holding History

WealthStone’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	-3	Closed	-$510	–	401
2019 Q2	$510	Buy	+3	New	+$497	﹤0.01%	881

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthStone's MTB Position: Q3 2019 in Review

WealthStone sold out of M&T Bank (MTB) in Q3 2019, closing a stake of 3 shares — an estimated $510 sold.

WealthStone first reported a position in MTB in Q2 2019 and held it in 1 quarter. The position peaked at $510 in Q2 2019. 640 funds tracked by Wall St. Rank hold MTB as of Q3 2019.

WealthStone reported no remaining M&T Bank position as of Q3 2019 after selling out during the quarter.
WealthStone sold 3 M&T Bank shares in Q3 2019, an estimated $510.
WealthStone first reported a position in M&T Bank in Q2 2019 and held it in 1 quarter.
WealthStone's M&T Bank position peaked at $510 in Q2 2019.
640 funds tracked by Wall St. Rank held M&T Bank as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.