WESPAC Advisors SoCal’s M&T Bank MTB Stock Holding History

WESPAC Advisors SoCal’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 Q2	–	Sell	-93	Closed	-$14K	–	217
2019 Q1	$14K	Hold	93	–	–	0.01%	204
2018 Q4	$13K	Buy	+93	New	+$14.9K	0.01%	220

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

WESPAC Advisors SoCal's MTB Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of M&T Bank (MTB) in Q2 2019, closing a stake of 93 shares — an estimated $14K sold.

WESPAC Advisors SoCal first reported a position in MTB in Q4 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2019. 676 funds tracked by Wall St. Rank hold MTB as of Q2 2019.

WESPAC Advisors SoCal reported no remaining M&T Bank position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 93 M&T Bank shares in Q2 2019, an estimated $14K.
WESPAC Advisors SoCal first reported a position in M&T Bank in Q4 2018 and held it in 2 quarters.
WESPAC Advisors SoCal's M&T Bank position peaked at $14K in Q1 2019.
676 funds tracked by Wall St. Rank held M&T Bank as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.