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WFG Advisors’s M&T Bank MTB Stock Holding History

WFG Advisors’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
2017
Q2 		$1K Hold
9
– – ﹤0.01% 1492
2017
Q1 		$1K Hold
9
– – ﹤0.01% 1417
2016
Q4 		$1K Hold
9
– – ﹤0.01% 1493
2016
Q3 		$1K Hold
9
– – ﹤0.01% 1483
2016
Q2 		$1K Hold
9
– – ﹤0.01% 1470
2016
Q1 		$1K Hold
9
– – ﹤0.01% 1431
2015
Q4 		$1K Hold
9
– – ﹤0.01% 1475
2015
Q3 		$1K Hold
9
– – ﹤0.01% 1507
2015
Q2 		$1K Sell
9
-25
-74% -$3.08K ﹤0.01% 1579
2015
Q1 		$4K Sell
34
-555
-94% -$67.2K ﹤0.01% 1421
2014
Q4 		$74K Hold
589
– – 0.02% 736
2014
Q3 		$73K Buy
589
+45
+8% +$5.54K 0.01% 782
2014
Q2 		$67K Hold
544
– – 0.01% 805
2014
Q1 		$66K Sell
544
-5,397
-91% -$623K 0.01% 791
2013
Q4 		$692K Sell
5,941
-576
-9% -$65.5K 0.1% 236
2013
Q3 		$729K Sell
6,517
-951
-13% -$110K 0.11% 210
2013
Q2 		$835K Buy
+7,468
New +$770K 0.14% 180

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return