Circle Wealth Management’s MetLife MET Stock Holding History

Circle Wealth 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
2019 Q2	–	Sell	-23,415	Closed	-$997K	–	167
2019 Q1	$997K	Buy	+23,415	New	+$1.04M	0.22%	71

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Circle Wealth Management's MET Position: Q2 2019 in Review

Circle Wealth Management sold out of MetLife (MET) in Q2 2019, closing a stake of 23,415 shares — an estimated $997K sold.

Circle Wealth Management first reported a position in MET in Q1 2019 and held it in 1 quarter. The position peaked at $997K in Q1 2019. 1,039 funds tracked by Wall St. Rank hold MET as of Q2 2019.

Circle Wealth Management reported no remaining MetLife position as of Q2 2019 after selling out during the quarter.
Circle Wealth Management sold 23,415 MetLife shares in Q2 2019, an estimated $997K.
Circle Wealth Management first reported a position in MetLife in Q1 2019 and held it in 1 quarter.
Circle Wealth Management's MetLife position peaked at $997K in Q1 2019.
1,039 funds tracked by Wall St. Rank held MetLife as of Q2 2019.

Based on Circle Wealth Management's 13F filing for Q2 2019, filed 14 Aug 2019.