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Insight Capital Research & Management’s Meta Platforms (Facebook) META Stock Holding History

Insight Capital Research & Management’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
Q3 		$5.01M Sell
29,333
-649
-2% -$108K 2.83% 2
2017
Q2 		$4.53M Buy
29,982
+15,598
+108% +$2.32M 2.65% 2
2017
Q1 		$2.04M Buy
14,384
+4,976
+53% +$665K 1.15% 39
2016
Q4 		$1.08M Sell
9,408
-20,161
-68% -$2.48M 0.57% 73
2016
Q3 		$3.79M Sell
29,569
-9,300
-24% -$1.15M 1.69% 14
2016
Q2 		$4.44M Sell
38,869
-31,688
-45% -$3.65M 1.55% 12
2016
Q1 		$8.05M Sell
70,557
-5,432
-7% -$573K 2.49% 3
2015
Q4 		$7.95M Sell
75,989
-391
-0.5% -$40.2K 2.31% 7
2015
Q3 		$6.87M Buy
76,380
+23,467
+44% +$2.15M 2.08% 5
2015
Q2 		$4.54M Sell
52,913
-11,119
-17% -$908K 1.2% 34
2015
Q1 		$5.26M Buy
64,032
+32,787
+105% +$2.57M 1.32% 23
2014
Q4 		$2.44M Sell
31,245
-57,095
-65% -$4.36M 0.63% 69
2014
Q3 		$6.98M Buy
88,340
+18,603
+27% +$1.36M 1.82% 10
2014
Q2 		$4.69M Buy
69,737
+32,591
+88% +$2M 1.07% 38
2014
Q1 		$2.24M Buy
+37,146
New +$2.35M 0.52% 73
2013
Q4 		– Sell
-51,332
Closed -$2.58M – 160
2013
Q3 		$2.58M Buy
+51,332
New +$1.91M 0.62% 55

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Insight Capital Research & Management's META Position: Q3 2017 in Review

Insight Capital Research & Management reduced its Meta Platforms (Facebook) (META) stake by 2.2% in Q3 2017, selling an estimated $108K and leaving 29,333 shares worth $5.01M. The position accounts for 2.83% of the portfolio, ranked #2.

Insight Capital Research & Management first reported a position in META in Q3 2013 and has held it in 16 quarters since. The position peaked at $8.05M in Q1 2016. 2,017 funds tracked by Wall St. Rank hold META as of Q3 2017.

  • Insight Capital Research & Management held 29,333 shares of Meta Platforms (Facebook) worth $5.01M as of Q3 2017.
  • Insight Capital Research & Management sold 649 Meta Platforms (Facebook) shares in Q3 2017, an estimated $108K.
  • Meta Platforms (Facebook) made up 2.83% of Insight Capital Research & Management's portfolio in Q3 2017, its #2 holding.
  • Insight Capital Research & Management first reported a position in Meta Platforms (Facebook) in Q3 2013 and has held it in 16 quarters since.
  • Insight Capital Research & Management's Meta Platforms (Facebook) position peaked at $8.05M in Q1 2016.
  • 2,017 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.