Wolf Group Capital Advisors’s M&T Bank MTB Stock Holding History

Wolf Group Capital 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
2016 Q2	–	Sell	-1,880	Closed	-$209K	–	109
2016 Q1	$209K	Sell	1,880 -1,835	-49%	-$199K	0.16%	100
2015 Q4	$450K	Sell	3,715 -10,125	-73%	-$1.23M	0.34%	76
2015 Q3	$1.69M	Buy	13,840 +1,535	+12%	+$192K	1.36%	32
2015 Q2	$1.54M	Buy	12,305 +3,445	+39%	+$424K	1.02%	41
2015 Q1	$1.13M	Buy	8,860 +4,636	+110%	+$561K	0.78%	52
2014 Q4	$531K	Buy	+4,224	New	+$519K	0.38%	76

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

BIT

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

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wolf Group Capital Advisors's MTB Position: Q2 2016 in Review

Wolf Group Capital Advisors sold out of M&T Bank (MTB) in Q2 2016, closing a stake of 1,880 shares — an estimated $209K sold.

Wolf Group Capital Advisors first reported a position in MTB in Q4 2014 and held it in 6 quarters. The position peaked at $1.69M in Q3 2015. 523 funds tracked by Wall St. Rank hold MTB as of Q2 2016.

Wolf Group Capital Advisors reported no remaining M&T Bank position as of Q2 2016 after selling out during the quarter.
Wolf Group Capital Advisors sold 1,880 M&T Bank shares in Q2 2016, an estimated $209K.
Wolf Group Capital Advisors first reported a position in M&T Bank in Q4 2014 and held it in 6 quarters.
Wolf Group Capital Advisors's M&T Bank position peaked at $1.69M in Q3 2015.
523 funds tracked by Wall St. Rank held M&T Bank as of Q2 2016.

Based on Wolf Group Capital Advisors's 13F filing for Q2 2016, filed 2 Aug 2016.