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Broadview Advisors’s Meta Platforms (Facebook) META Stock Holding History

Broadview Advisors’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 		– Sell
-4,600
Closed -$695K – 106
2017
Q2 		$695K Buy
4,600
+1,600
+53% +$238K 0.1% 86
2017
Q1 		$426K Sell
3,000
-3,500
-54% -$468K 0.06% 96
2016
Q4 		$748K Buy
+6,500
New +$798K 0.1% 91

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Broadview Advisors's META Position: Q3 2017 in Review

Broadview Advisors sold out of Meta Platforms (Facebook) (META) in Q3 2017, closing a stake of 4,600 shares — an estimated $695K sold.

Broadview Advisors first reported a position in META in Q4 2016 and held it in 3 quarters. The position peaked at $748K in Q4 2016. 2,017 funds tracked by Wall St. Rank hold META as of Q3 2017.

  • Broadview Advisors reported no remaining Meta Platforms (Facebook) position as of Q3 2017 after selling out during the quarter.
  • Broadview Advisors sold 4,600 Meta Platforms (Facebook) shares in Q3 2017, an estimated $695K.
  • Broadview Advisors first reported a position in Meta Platforms (Facebook) in Q4 2016 and held it in 3 quarters.
  • Broadview Advisors's Meta Platforms (Facebook) position peaked at $748K in Q4 2016.
  • 2,017 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2017.

Based on Broadview Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.