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Winifred I. Li’s M&T Bank MTB Stock Holding History

Winifred I. Li’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
2014
Q4 		$578K Sell
4,601
-55
-1% -$6.75K 0.55% 60
2014
Q3 		$574K Sell
4,656
-147
-3% -$18.1K 0.55% 61
2014
Q2 		$596K Sell
4,803
-97
-2% -$11.8K 0.51% 65
2014
Q1 		$595K Buy
4,900
+28
+0.6% +$3.23K 0.52% 68
2013
Q4 		$567K Buy
4,872
+123
+3% +$14K 0.49% 73
2013
Q3 		$532K Buy
4,749
+1,979
+71% +$229K 0.49% 76
2013
Q2 		$310K Buy
+2,770
New +$286K 0.29% 102

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Winifred I. Li's MTB Position: Q4 2014 in Review

Winifred I. Li reduced its M&T Bank (MTB) stake by 1.2% in Q4 2014, selling an estimated $6.75K and leaving 4,601 shares worth $578K. The position accounts for 0.55% of the portfolio, ranked #60.

Winifred I. Li first reported a position in MTB in Q2 2013 and has held it in 7 quarters since. The position peaked at $596K in Q2 2014. 529 funds tracked by Wall St. Rank hold MTB as of Q4 2014.

  • Winifred I. Li held 4,601 shares of M&T Bank worth $578K as of Q4 2014.
  • Winifred I. Li sold 55 M&T Bank shares in Q4 2014, an estimated $6.75K.
  • M&T Bank made up 0.55% of Winifred I. Li's portfolio in Q4 2014, its #60 holding.
  • Winifred I. Li first reported a position in M&T Bank in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's M&T Bank position peaked at $596K in Q2 2014.
  • 529 funds tracked by Wall St. Rank held M&T Bank as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.