GW
MET icon

GW & Wade’s MetLife MET Stock Holding History

GW & Wade’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
2020
Q3 		– Sell
-255,778
Closed -$9.34M – 246
2020
Q2 		$9.34M Sell
255,778
-11,763
-4% -$409K 0.76% 44
2020
Q1 		$8.18M Buy
267,541
+6,630
+3% +$294K 0.77% 47
2019
Q4 		$13.3M Buy
260,911
+6,137
+2% +$296K 1.02% 30
2019
Q3 		$12M Buy
254,774
+4,669
+2% +$223K 1.02% 31
2019
Q2 		$12.4M Buy
250,105
+3,436
+1% +$162K 1.13% 28
2019
Q1 		$10.5M Buy
246,669
+20,831
+9% +$921K 0.99% 31
2018
Q4 		$9.27M Sell
225,838
-12,929
-5% -$555K 1% 31
2018
Q3 		$11.2M Buy
238,767
+7,737
+3% +$354K 1.18% 28
2018
Q2 		$10.1M Buy
231,030
+2,608
+1% +$122K 1.14% 29
2018
Q1 		$10.5M Buy
228,422
+3,135
+1% +$152K 1.21% 30
2017
Q4 		$11.4M Buy
225,287
+3,688
+2% +$194K 1.31% 28
2017
Q3 		$11.5M Sell
221,599
-25,250
-10% -$1.23M 1.4% 25
2017
Q2 		$12.1M Buy
246,849
+2,286
+0.9% +$106K 1.53% 18
2017
Q1 		$11.5M Buy
244,563
+98,443
+67% +$4.69M 1.51% 21
2016
Q4 		$7.02M Buy
146,120
+6,317
+5% +$290K 1.15% 23
2016
Q3 		$5.54M Sell
139,803
-2,018
-1% -$75.9K 1% 29
2016
Q2 		$5.04M Buy
+141,821
New +$5.53M 0.86% 32

Other funds holding MET

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return