BFG
MET icon

Beacon Financial Group’s MetLife MET Stock Holding History

Beacon Financial Group’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
2018
Q2 		– Sell
-5,541
Closed -$254K – 202
2018
Q1 		$254K Sell
5,541
-378
-6% -$18.3K 0.04% 190
2017
Q4 		$299K Sell
5,919
-11
-0.2% -$579 0.05% 171
2017
Q3 		$308K Sell
5,930
-159,044
-96% -$7.75M 0.06% 165
2017
Q2 		$8.1M Buy
164,974
+1,239
+0.8% +$57.5K 1.54% 25
2017
Q1 		$7.75M Buy
163,735
+6,410
+4% +$306K 1.48% 27
2016
Q4 		$7.56M Sell
157,325
-2,839
-2% -$130K 1.54% 26
2016
Q3 		$6.23M Buy
+160,164
New +$6.02M 1.31% 29

Other funds holding MET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beacon Financial Group's MET Position: Q2 2018 in Review

Beacon Financial Group sold out of MetLife (MET) in Q2 2018, closing a stake of 5,541 shares — an estimated $254K sold.

Beacon Financial Group first reported a position in MET in Q3 2016 and held it in 7 quarters. The position peaked at $8.1M in Q2 2017. 1,031 funds tracked by Wall St. Rank hold MET as of Q2 2018.

  • Beacon Financial Group reported no remaining MetLife position as of Q2 2018 after selling out during the quarter.
  • Beacon Financial Group sold 5,541 MetLife shares in Q2 2018, an estimated $254K.
  • Beacon Financial Group first reported a position in MetLife in Q3 2016 and held it in 7 quarters.
  • Beacon Financial Group's MetLife position peaked at $8.1M in Q2 2017.
  • 1,031 funds tracked by Wall St. Rank held MetLife as of Q2 2018.

Based on Beacon Financial Group's 13F filing for Q2 2018, filed 11 Jul 2018.