CWA
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Cypress Wealth Advisors’s MetLife MET Stock Holding History

Cypress Wealth 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
2017
Q2 		– Sell
-4,733
Closed -$223K – 136
2017
Q1 		$223K Sell
4,733
-114
-2% -$5.43K 0.1% 187
2016
Q4 		$233K Buy
+4,847
New +$222K 0.11% 169

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

Cypress Wealth Advisors's MET Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of MetLife (MET) in Q2 2017, closing a stake of 4,733 shares — an estimated $223K sold.

Cypress Wealth Advisors first reported a position in MET in Q4 2016 and held it in 2 quarters. The position peaked at $233K in Q4 2016. 1,029 funds tracked by Wall St. Rank hold MET as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining MetLife position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 4,733 MetLife shares in Q2 2017, an estimated $223K.
  • Cypress Wealth Advisors first reported a position in MetLife in Q4 2016 and held it in 2 quarters.
  • Cypress Wealth Advisors's MetLife position peaked at $233K in Q4 2016.
  • 1,029 funds tracked by Wall St. Rank held MetLife as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.