HFP
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Holistic Financial Partners’s MetLife MET Stock Holding History

Holistic Financial 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
Q2 		– Sell
-955
Closed -$44K – 235
2018
Q1 		$44K Buy
955
+87
+10% +$4.22K 0.04% 214
2017
Q4 		$44K Buy
+868
New +$45.7K 0.04% 216

Other funds holding MET

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Holistic Financial Partners's MET Position: Q2 2018 in Review

Holistic Financial Partners sold out of MetLife (MET) in Q2 2018, closing a stake of 955 shares — an estimated $44K sold.

Holistic Financial Partners first reported a position in MET in Q4 2017 and held it in 2 quarters. The position peaked at $44K in Q1 2018. 1,030 funds tracked by Wall St. Rank hold MET as of Q2 2018.

  • Holistic Financial Partners reported no remaining MetLife position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 955 MetLife shares in Q2 2018, an estimated $44K.
  • Holistic Financial Partners first reported a position in MetLife in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's MetLife position peaked at $44K in Q1 2018.
  • 1,030 funds tracked by Wall St. Rank held MetLife as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.