WJA
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Williams Jones & Associates’s M&T Bank MTB Stock Holding History

Williams Jones & Associates’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
2015
Q2 		– Sell
-2,400
Closed -$305K – 387
2015
Q1 		$305K Hold
2,400
– – 0.01% 306
2014
Q4 		$301K Hold
2,400
– – 0.01% 303
2014
Q3 		$296K Hold
2,400
– – 0.01% 265
2014
Q2 		$298K Sell
2,400
-2,400
-50% -$292K 0.01% 265
2014
Q1 		$582K Buy
4,800
+2,750
+134% +$317K 0.01% 293
2013
Q4 		$239K Buy
+2,050
New +$233K 0.01% 270

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
WP
Wedgewood Partners St Louis, Missouri $484M AUM 14.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return