Aris Wealth Services’s MetLife MET Stock Holding History

Aris Wealth Services’s Portfolio MET Stock Details MET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$9K	Sell	206 -16,722	-99%	-$781K	0.02%	226
2015 Q2	$845K	Buy	16,928 +1,503	+10%	+$71.2K	0.77%	36
2015 Q1	$695K	Buy	15,425 +1,697	+12%	+$76.3K	0.65%	56
2014 Q4	$662K	Buy	13,728 +606	+5%	+$28.8K	0.74%	51
2014 Q3	$628K	Buy	13,122 +1,071	+9%	+$52K	0.78%	42
2014 Q2	$597K	Buy	12,051 +735	+6%	+$34.4K	0.78%	40
2014 Q1	$533K	Sell	11,316 -1,756	-13%	-$80.7K	0.78%	42
2013 Q4	$628K	Buy	13,072 +277	+2%	+$12.4K	1.06%	23
2013 Q3	$535K	Buy	12,795 +3,882	+44%	+$167K	0.98%	30
2013 Q2	$364K	Buy	+8,913	New	+$328K	0.78%	44

Other funds holding MET

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aris Wealth Services's MET Position: Q3 2015 in Review

Aris Wealth Services reduced its MetLife (MET) stake by 99% in Q3 2015, selling an estimated $781K and leaving 206 shares worth $9K. The position accounts for 0.02% of the portfolio, ranked #226.

Aris Wealth Services first reported a position in MET in Q2 2013 and has held it in 10 quarters since. The position peaked at $845K in Q2 2015. 970 funds tracked by Wall St. Rank hold MET as of Q3 2015.

Aris Wealth Services held 206 shares of MetLife worth $9K as of Q3 2015.
Aris Wealth Services sold 16,722 MetLife shares in Q3 2015, an estimated $781K.
MetLife made up 0.02% of Aris Wealth Services's portfolio in Q3 2015, its #226 holding.
Aris Wealth Services first reported a position in MetLife in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's MetLife position peaked at $845K in Q2 2015.
970 funds tracked by Wall St. Rank held MetLife as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.