CapWealth Advisors’s MetLife MET Stock Holding History

CapWealth Advisors’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
2016 Q4	–	Sell	-45	Closed	-$2K	–	196
2016 Q3	$2K	Hold	45	–	–	﹤0.01%	266
2016 Q2	$2K	Hold	45	–	–	﹤0.01%	262
2016 Q1	$2K	Hold	45	–	–	﹤0.01%	301
2015 Q4	$2K	Hold	45	–	–	﹤0.01%	248
2015 Q3	$2K	Hold	45	–	–	﹤0.01%	250
2015 Q2	$2K	Hold	45	–	–	﹤0.01%	267
2015 Q1	$2K	Buy	+45	New	+$2.02K	﹤0.01%	287
2014 Q4	–	Sell	-205	Closed	-$10K	–	206
2014 Q3	$10K	Buy	205 +160	+356%	+$7.77K	﹤0.01%	236
2014 Q2	$2K	Hold	45	–	–	﹤0.01%	334
2014 Q1	$2K	Hold	45	–	–	﹤0.01%	348
2013 Q4	$2K	Sell	45 -224	-83%	-$10K	﹤0.01%	347
2013 Q3	$11K	Hold	269	–	–	﹤0.01%	297
2013 Q2	$11K	Buy	+269	New	+$9.89K	﹤0.01%	285

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

CapWealth Advisors's MET Position: Q4 2016 in Review

CapWealth Advisors sold out of MetLife (MET) in Q4 2016, closing a stake of 45 shares — an estimated $2K sold.

CapWealth Advisors first reported a position in MET in Q2 2013 and held it in 13 quarters. The position peaked at $11K in Q3 2013. 1,037 funds tracked by Wall St. Rank hold MET as of Q4 2016.

CapWealth Advisors reported no remaining MetLife position as of Q4 2016 after selling out during the quarter.
CapWealth Advisors sold 45 MetLife shares in Q4 2016, an estimated $2K.
CapWealth Advisors first reported a position in MetLife in Q2 2013 and held it in 13 quarters.
CapWealth Advisors's MetLife position peaked at $11K in Q3 2013.
1,037 funds tracked by Wall St. Rank held MetLife as of Q4 2016.

Based on CapWealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.