Whitnell & Co’s M&T Bank MTB Stock Holding History

Whitnell & Co’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
2013 Q3	–	Sell	-51	Closed	-$6K	–	332
2013 Q2	$6K	Buy	+51	New	+$5.26K	﹤0.01%	326

Other funds holding MTB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Whitnell & Co's MTB Position: Q3 2013 in Review

Whitnell & Co sold out of M&T Bank (MTB) in Q3 2013, closing a stake of 51 shares — an estimated $6K sold.

Whitnell & Co first reported a position in MTB in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 477 funds tracked by Wall St. Rank hold MTB as of Q3 2013.

Whitnell & Co reported no remaining M&T Bank position as of Q3 2013 after selling out during the quarter.
Whitnell & Co sold 51 M&T Bank shares in Q3 2013, an estimated $6K.
Whitnell & Co first reported a position in M&T Bank in Q2 2013 and held it in 1 quarter.
Whitnell & Co's M&T Bank position peaked at $6K in Q2 2013.
477 funds tracked by Wall St. Rank held M&T Bank as of Q3 2013.

Based on Whitnell & Co's 13F filing for Q3 2013, filed 12 Nov 2013.