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Concert Wealth Management’s MetLife MET Stock Holding History

Concert 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
2017
Q2 		– Sell
-13,553
Closed -$650K – 323
2017
Q1 		$650K Sell
13,553
-437
-3% -$20.8K 0.15% 201
2016
Q4 		$671K Sell
13,990
-12,340
-47% -$566K 0.15% 199
2016
Q3 		$1.04M Sell
26,330
-17,985
-41% -$676K 0.13% 211
2016
Q2 		$1.57M Buy
44,315
+18,370
+71% +$716K 0.21% 125
2016
Q1 		$1.01M Sell
25,945
-5,520
-18% -$206K 0.14% 193
2015
Q4 		$1.35M Buy
31,465
+1,837
+6% +$80.8K 0.18% 138
2015
Q3 		$1.24M Sell
29,628
-1,255
-4% -$58.6K 0.17% 151
2015
Q2 		$1.54M Buy
30,883
+5,528
+22% +$262K 0.2% 128
2015
Q1 		$687K Sell
25,355
-5,592
-18% -$251K 0.2% 149
2014
Q4 		$1.5M Buy
30,947
+1,309
+4% +$62.2K 0.23% 109
2014
Q3 		$1.42M Buy
29,638
+123
+0.4% +$5.97K 0.19% 84
2014
Q2 		$1.39M Buy
29,515
+5,030
+21% +$235K 0.17% 83
2014
Q1 		$1.15M Buy
24,485
+2,069
+9% +$95.1K 0.14% 117
2013
Q4 		$1.08M Sell
22,416
-472
-2% -$21.2K 0.14% 124
2013
Q3 		$959K Sell
22,888
-2,220
-9% -$95.7K 0.14% 119
2013
Q2 		$1.03M Buy
+25,108
New +$923K 0.15% 100

Other funds holding MET

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concert Wealth Management's MET Position: Q2 2017 in Review

Concert Wealth Management sold out of MetLife (MET) in Q2 2017, closing a stake of 13,553 shares — an estimated $650K sold.

Concert Wealth Management first reported a position in MET in Q2 2013 and held it in 16 quarters. The position peaked at $1.57M in Q2 2016. 1,029 funds tracked by Wall St. Rank hold MET as of Q2 2017.

  • Concert Wealth Management reported no remaining MetLife position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 13,553 MetLife shares in Q2 2017, an estimated $650K.
  • Concert Wealth Management first reported a position in MetLife in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's MetLife position peaked at $1.57M in Q2 2016.
  • 1,029 funds tracked by Wall St. Rank held MetLife as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.