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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

WFG Advisors's MTB Position: Q2 2017 in Review

WFG Advisors held its M&T Bank (MTB) position steady in Q2 2017 at 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

WFG Advisors first reported a position in MTB in Q2 2013 and has held it in 17 quarters since. The position peaked at $835K in Q2 2013. 585 funds tracked by Wall St. Rank hold MTB as of Q2 2017.

WFG Advisors held 9 shares of M&T Bank worth $1K as of Q2 2017.
WFG Advisors left its M&T Bank share count unchanged in Q2 2017.
M&T Bank made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1492 holding.
WFG Advisors first reported a position in M&T Bank in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's M&T Bank position peaked at $835K in Q2 2013.
585 funds tracked by Wall St. Rank held M&T Bank as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.