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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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return