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Independent Portfolio Consultants’s Meta Platforms (Facebook) META Stock Holding History

Independent Portfolio Consultants’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
Q2 		$3.47M Sell
22,983
-5,378
-19% -$800K 1.44% 3
2017
Q1 		$4.03M Sell
28,361
-3,090
-10% -$413K 1.39% 3
2016
Q4 		$3.62M Buy
31,451
+1,007
+3% +$124K 1.19% 4
2016
Q3 		$3.9M Sell
30,444
-1,195
-4% -$148K 1.22% 5
2016
Q2 		$3.62M Sell
31,639
-7,511
-19% -$865K 1.14% 7
2016
Q1 		$4.47M Sell
39,150
-530
-1% -$55.9K 1.25% 7
2015
Q4 		$4.15M Sell
39,680
-31,385
-44% -$3.22M 1.23% 6
2015
Q3 		$6.39M Buy
71,065
+3,300
+5% +$303K 1.39% 5
2015
Q2 		$5.81M Buy
67,765
+3,181
+5% +$260K 1.16% 5
2015
Q1 		$5.31M Sell
64,584
-4,041
-6% -$317K 1.09% 5
2014
Q4 		$5.35M Buy
68,625
+42,244
+160% +$3.23M 1.08% 3
2014
Q3 		$2.08M Buy
26,381
+9,446
+56% +$693K 0.56% 28
2014
Q2 		$1.14M Buy
16,935
+9,635
+132% +$593K 0.32% 74
2014
Q1 		$439K Buy
+7,300
New +$463K 0.14% 273

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Independent Portfolio Consultants's META Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Meta Platforms (Facebook) (META) stake by 19% in Q2 2017, selling an estimated $800K and leaving 22,983 shares worth $3.47M. The position accounts for 1.44% of the portfolio, ranked #3.

Independent Portfolio Consultants first reported a position in META in Q1 2014 and has held it in 14 quarters since. The position peaked at $6.39M in Q3 2015. 1,959 funds tracked by Wall St. Rank hold META as of Q2 2017.

  • Independent Portfolio Consultants held 22,983 shares of Meta Platforms (Facebook) worth $3.47M as of Q2 2017.
  • Independent Portfolio Consultants sold 5,378 Meta Platforms (Facebook) shares in Q2 2017, an estimated $800K.
  • Meta Platforms (Facebook) made up 1.44% of Independent Portfolio Consultants's portfolio in Q2 2017, its #3 holding.
  • Independent Portfolio Consultants first reported a position in Meta Platforms (Facebook) in Q1 2014 and has held it in 14 quarters since.
  • Independent Portfolio Consultants's Meta Platforms (Facebook) position peaked at $6.39M in Q3 2015.
  • 1,959 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.