Appropriate Balance Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Appropriate Balance Financial Services’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	$7.7K	Buy	1,314 +193	+17%	+$32.2K	0.38%	18
2017 Q2	$7.43K	Buy	1,121 +55	+5%	+$8.18K	0.38%	18
2017 Q1	$7.5K	Sell	1,066 -7,195	-87%	-$962K	0.38%	19
2016 Q4	$950K	Sell	8,261 -839	-9%	-$103K	0.58%	20
2016 Q3	$1.17M	Sell	9,100 -366	-4%	-$45.4K	0.75%	16
2016 Q2	$1.08M	Buy	9,466 +49	+0.5%	+$5.65K	0.72%	15
2016 Q1	$1.07M	Buy	9,417 +2,754	+41%	+$291K	0.74%	12
2015 Q4	$697K	Buy	+6,663	New	+$684K	0.48%	15

Other funds holding META

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Appropriate Balance Financial Services's META Position: Q3 2017 in Review

Appropriate Balance Financial Services increased its Meta Platforms (Facebook) (META) stake by 17% in Q3 2017, buying an estimated $32.2K and bringing the position to 1,314 shares worth $7.7K. The position accounts for 0.38% of the portfolio, ranked #18.

Appropriate Balance Financial Services first reported a position in META in Q4 2015 and has held it in 8 quarters since. The position peaked at $1.17M in Q3 2016. 2,017 funds tracked by Wall St. Rank hold META as of Q3 2017.

Appropriate Balance Financial Services held 1,314 shares of Meta Platforms (Facebook) worth $7.7K as of Q3 2017.
Appropriate Balance Financial Services bought 193 Meta Platforms (Facebook) shares in Q3 2017, an estimated $32.2K.
Meta Platforms (Facebook) made up 0.38% of Appropriate Balance Financial Services's portfolio in Q3 2017, its #18 holding.
Appropriate Balance Financial Services first reported a position in Meta Platforms (Facebook) in Q4 2015 and has held it in 8 quarters since.
Appropriate Balance Financial Services's Meta Platforms (Facebook) position peaked at $1.17M in Q3 2016.
2,017 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2017.

Based on Appropriate Balance Financial Services's 13F filing for Q3 2017, filed 10 Oct 2017.