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Independence Trust’s Meta Platforms (Facebook) META Stock Holding History

Independence Trust’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$353K Sell
1,998
-8
-0.4% -$1.41K 0.39% 42
2017
Q3 		$343K Sell
2,006
-113
-5% -$18.9K 0.39% 42
2017
Q2 		$320K Buy
2,119
+306
+17% +$45.5K 0.38% 46
2017
Q1 		$258K Sell
1,813
-258
-12% -$34.5K 0.33% 60
2016
Q4 		$238K Hold
2,071
– – 0.33% 68
2016
Q3 		$266K Sell
2,071
-837
-29% -$104K 0.44% 42
2016
Q2 		$332K Hold
2,908
– – 0.51% 37
2016
Q1 		$332K Sell
2,908
-2,668
-48% -$282K 0.52% 38
2015
Q4 		$584K Buy
5,576
+669
+14% +$68.7K 0.76% 28
2015
Q3 		$441K Buy
4,907
+2,355
+92% +$216K 0.45% 47
2015
Q2 		$219K Hold
2,552
– – 0.15% 102
2015
Q1 		$210K Buy
+2,552
New +$200K 0.13% 109
2014
Q4 		– Sell
-2,597
Closed -$205K – 140
2014
Q3 		$205K Buy
+2,597
New +$191K 0.14% 98
2014
Q2 		– Sell
-3,423
Closed -$206K – 114
2014
Q1 		$206K Sell
3,423
-252
-7% -$16K 0.14% 100
2013
Q4 		$201K Buy
+3,675
New +$185K 0.14% 104

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independence Trust's META Position: Q4 2017 in Review

Independence Trust reduced its Meta Platforms (Facebook) (META) stake by 0.4% in Q4 2017, selling an estimated $1.41K and leaving 1,998 shares worth $353K. The position accounts for 0.39% of the portfolio, ranked #42.

Independence Trust first reported a position in META in Q4 2013 and has held it in 15 quarters since. The position peaked at $584K in Q4 2015. 2,265 funds tracked by Wall St. Rank hold META as of Q4 2017.

  • Independence Trust held 1,998 shares of Meta Platforms (Facebook) worth $353K as of Q4 2017.
  • Independence Trust sold 8 Meta Platforms (Facebook) shares in Q4 2017, an estimated $1.41K.
  • Meta Platforms (Facebook) made up 0.39% of Independence Trust's portfolio in Q4 2017, its #42 holding.
  • Independence Trust first reported a position in Meta Platforms (Facebook) in Q4 2013 and has held it in 15 quarters since.
  • Independence Trust's Meta Platforms (Facebook) position peaked at $584K in Q4 2015.
  • 2,265 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.