Hefty Wealth Partners’s MetLife MET Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$6K	Sell	126 -40	-24%	-$1.94K	﹤0.01%	201
2017 Q4	$8K	Buy	166 +40	+32%	+$2.11K	0.01%	191
2017 Q3	$7K	Sell	126 -15	-11%	-$731	﹤0.01%	194
2017 Q2	$6K	Hold	141	–	–	﹤0.01%	184
2017 Q1	$6K	Hold	141	–	–	﹤0.01%	187
2016 Q4	$6K	Sell	141 -24,074	-99%	-$1.1M	0.01%	183
2016 Q3	$958K	Buy	24,215 +24,074	+17,074%	+$905K	0.73%	50
2016 Q2	$5K	Hold	141	–	–	﹤0.01%	164
2016 Q1	$5K	Sell	141 -31	-18%	-$1.16K	﹤0.01%	170
2015 Q4	$7K	Buy	+172	New	+$7.56K	0.01%	153

Other funds holding MET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hefty Wealth Partners's MET Position: Q1 2018 in Review

Hefty Wealth Partners reduced its MetLife (MET) stake by 24% in Q1 2018, selling an estimated $1.94K and leaving 126 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Hefty Wealth Partners first reported a position in MET in Q4 2015 and has held it in 10 quarters since. The position peaked at $958K in Q3 2016. 1,027 funds tracked by Wall St. Rank hold MET as of Q1 2018.

Hefty Wealth Partners held 126 shares of MetLife worth $6K as of Q1 2018.
Hefty Wealth Partners sold 40 MetLife shares in Q1 2018, an estimated $1.94K.
MetLife made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #201 holding.
Hefty Wealth Partners first reported a position in MetLife in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's MetLife position peaked at $958K in Q3 2016.
1,027 funds tracked by Wall St. Rank held MetLife as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.