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Whitener Capital Management’s M&T Bank MTB Stock Holding History

Whitener Capital 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
-40
Closed -$6.3K – 503
2019
Q2 		$6K Hold
40
– – ﹤0.01% 382
2019
Q1 		$6K Hold
40
– – ﹤0.01% 370
2018
Q4 		$5K Hold
40
– – ﹤0.01% 364
2018
Q3 		$6K Buy
+40
New +$6.94K ﹤0.01% 369
2018
Q2 		– Sell
-40
Closed -$7K – 289
2018
Q1 		$7K Sell
40
-80
-67% -$14.9K 0.01% 364
2017
Q4 		$20K Buy
+120
New +$19.9K 0.02% 262

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 $3.38T AUM 44.17% 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

Whitener Capital Management's MTB Position: Q3 2019 in Review

Whitener Capital Management sold out of M&T Bank (MTB) in Q3 2019, closing a stake of 40 shares — an estimated $6.3K sold.

Whitener Capital Management first reported a position in MTB in Q4 2017 and held it in 6 quarters. The position peaked at $20K in Q4 2017. 640 funds tracked by Wall St. Rank hold MTB as of Q3 2019.

  • Whitener Capital Management reported no remaining M&T Bank position as of Q3 2019 after selling out during the quarter.
  • Whitener Capital Management sold 40 M&T Bank shares in Q3 2019, an estimated $6.3K.
  • Whitener Capital Management first reported a position in M&T Bank in Q4 2017 and held it in 6 quarters.
  • Whitener Capital Management's M&T Bank position peaked at $20K in Q4 2017.
  • 640 funds tracked by Wall St. Rank held M&T Bank as of Q3 2019.

Based on Whitener Capital Management's 13F filing for Q3 2019, filed 7 Nov 2019.