Beach Investment Management’s MetLife MET Stock Holding History

Beach Investment Management’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
2020 Q1	$243K	Sell	7,961 -2,289	-22%	-$102K	0.84%	28
2019 Q4	$522K	Buy	+10,250	New	+$495K	1.02%	31
2014 Q3	–	Sell	-24,561	Closed	-$1.22M	–	53
2014 Q2	$1.22M	Hold	24,561	–	–	1.67%	24
2014 Q1	$1.16M	Hold	24,561	–	–	1.53%	31
2013 Q4	$1.18M	Buy	24,561 +7,765	+46%	+$348K	1.64%	30
2013 Q3	$703K	Buy	+16,796	New	+$724K	1.08%	39

Other funds holding MET

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Beach Investment Management's MET Position: Q1 2020 in Review

Beach Investment Management reduced its MetLife (MET) stake by 22% in Q1 2020, selling an estimated $102K and leaving 7,961 shares worth $243K. The position accounts for 0.84% of the portfolio, ranked #28.

Beach Investment Management first reported a position in MET in Q3 2013 and has held it in 6 quarters since. The position peaked at $1.22M in Q2 2014. 962 funds tracked by Wall St. Rank hold MET as of Q1 2020.

Beach Investment Management held 7,961 shares of MetLife worth $243K as of Q1 2020.
Beach Investment Management sold 2,289 MetLife shares in Q1 2020, an estimated $102K.
MetLife made up 0.84% of Beach Investment Management's portfolio in Q1 2020, its #28 holding.
Beach Investment Management first reported a position in MetLife in Q3 2013 and has held it in 6 quarters since.
Beach Investment Management's MetLife position peaked at $1.22M in Q2 2014.
962 funds tracked by Wall St. Rank held MetLife as of Q1 2020.

Based on Beach Investment Management's 13F filing for Q1 2020, filed 5 May 2020.