WealthTrust-Arizona’s M&T Bank MTB Stock Holding History

WealthTrust-Arizona’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
2016 Q1	–	Sell	-213	Closed	-$26K	–	595
2015 Q4	$26K	Buy	213 +13	+7%	+$1.58K	0.02%	214
2015 Q3	$24K	Buy	200 +4	+2%	+$500	0.01%	228
2015 Q2	$24K	Buy	196 +16	+9%	+$1.97K	0.01%	247
2015 Q1	$23K	Hold	180	–	–	0.01%	253
2014 Q4	$23K	Hold	180	–	–	0.02%	249
2014 Q3	$22K	Hold	180	–	–	0.02%	265
2014 Q2	$22K	Sell	180 -20	-10%	-$2.44K	0.02%	266
2014 Q1	$24K	Sell	200 -6	-3%	-$692	0.03%	261
2013 Q4	$24K	Buy	206 +58	+39%	+$6.59K	0.03%	239
2013 Q3	$17K	Buy	+148	New	+$17.1K	0.02%	266

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthTrust-Arizona's MTB Position: Q1 2016 in Review

WealthTrust-Arizona sold out of M&T Bank (MTB) in Q1 2016, closing a stake of 213 shares — an estimated $26K sold.

WealthTrust-Arizona first reported a position in MTB in Q3 2013 and held it in 10 quarters. The position peaked at $26K in Q4 2015. 520 funds tracked by Wall St. Rank hold MTB as of Q1 2016.

WealthTrust-Arizona reported no remaining M&T Bank position as of Q1 2016 after selling out during the quarter.
WealthTrust-Arizona sold 213 M&T Bank shares in Q1 2016, an estimated $26K.
WealthTrust-Arizona first reported a position in M&T Bank in Q3 2013 and held it in 10 quarters.
WealthTrust-Arizona's M&T Bank position peaked at $26K in Q4 2015.
520 funds tracked by Wall St. Rank held M&T Bank as of Q1 2016.

Based on WealthTrust-Arizona's 13F filing for Q1 2016, filed 26 Apr 2016.