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Weybosset Research & Management’s M&T Bank MTB Stock Holding History

Weybosset Research & Management’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
-1,212
Closed -$206K – 51
2019
Q2 		$206K Buy
+1,212
New +$201K 0.12% 51
2018
Q3 		– Sell
-1,212
Closed -$206K – 57
2018
Q2 		$206K Sell
1,212
-40
-3% -$7.17K 0.12% 52
2018
Q1 		$231K Hold
1,252
– – 0.14% 49
2017
Q4 		$214K Sell
1,252
-202
-14% -$33.5K 0.13% 56
2017
Q3 		$234K Sell
1,454
-260
-15% -$40.9K 0.16% 53
2017
Q2 		$278K Hold
1,714
– – 0.18% 51
2017
Q1 		$265K Sell
1,714
-1,151
-40% -$186K 0.18% 50
2016
Q4 		$448K Sell
2,865
-3,146
-52% -$426K 0.31% 36
2016
Q3 		$698K Sell
6,011
-25
-0.4% -$2.9K 0.51% 28
2016
Q2 		$714K Sell
6,036
-810
-12% -$94K 0.54% 29
2016
Q1 		$760K Sell
6,846
-10
-0.1% -$1.08K 0.64% 27
2015
Q4 		$831K Sell
6,856
-161
-2% -$19.6K 0.74% 25
2015
Q3 		$856K Sell
7,017
-30
-0.4% -$3.75K 0.64% 27
2015
Q2 		$880K Sell
7,047
-152
-2% -$18.7K 0.58% 28
2015
Q1 		$914K Buy
7,199
+1
+0% +$121 0.58% 27
2014
Q4 		$904K Sell
7,198
-18
-0.2% -$2.21K 0.57% 29
2014
Q3 		$890K Hold
7,216
– – 0.6% 27
2014
Q2 		$895K Sell
7,216
-65
-0.9% -$7.92K 0.58% 28
2014
Q1 		$883K Buy
7,281
+1
+0% +$115 0.59% 28
2013
Q4 		$848K Hold
7,280
– – 0.57% 27
2013
Q3 		$815K Sell
7,280
-34
-0.5% -$3.93K 0.6% 27
2013
Q2 		$817K Buy
+7,314
New +$754K 0.62% 27

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Weybosset Research & Management's MTB Position: Q3 2019 in Review

Weybosset Research & Management sold out of M&T Bank (MTB) in Q3 2019, closing a stake of 1,212 shares — an estimated $206K sold.

Weybosset Research & Management first reported a position in MTB in Q2 2013 and held it in 22 quarters. The position peaked at $914K in Q1 2015. 640 funds tracked by Wall St. Rank hold MTB as of Q3 2019.

  • Weybosset Research & Management reported no remaining M&T Bank position as of Q3 2019 after selling out during the quarter.
  • Weybosset Research & Management sold 1,212 M&T Bank shares in Q3 2019, an estimated $206K.
  • Weybosset Research & Management first reported a position in M&T Bank in Q2 2013 and held it in 22 quarters.
  • Weybosset Research & Management's M&T Bank position peaked at $914K in Q1 2015.
  • 640 funds tracked by Wall St. Rank held M&T Bank as of Q3 2019.

Based on Weybosset Research & Management's 13F filing for Q3 2019, filed 22 Oct 2019.