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WealthTrust Fairport’s M&T Bank MTB Stock Holding History

WealthTrust Fairport’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
Q1 		$3K Hold
17
– – ﹤0.01% 397
2018
Q4 		$2K Hold
17
– – ﹤0.01% 386
2018
Q3 		$3K Hold
17
– – ﹤0.01% 460
2018
Q2 		$3K Hold
17
– – ﹤0.01% 447
2018
Q1 		$3K Buy
+17
New +$3.17K ﹤0.01% 448

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthTrust Fairport's MTB Position: Q1 2019 in Review

WealthTrust Fairport held its M&T Bank (MTB) position steady in Q1 2019 at 17 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

WealthTrust Fairport first reported a position in MTB in Q1 2018 and has held it in 5 quarters since. 689 funds tracked by Wall St. Rank hold MTB as of Q1 2019.

  • WealthTrust Fairport held 17 shares of M&T Bank worth $3K as of Q1 2019.
  • WealthTrust Fairport left its M&T Bank share count unchanged in Q1 2019.
  • M&T Bank made up ﹤0.01% of WealthTrust Fairport's portfolio in Q1 2019, its #397 holding.
  • WealthTrust Fairport first reported a position in M&T Bank in Q1 2018 and has held it in 5 quarters since.
  • 689 funds tracked by Wall St. Rank held M&T Bank as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.