IWC
META icon

Integrated Wealth Counsel’s Meta Platforms (Facebook) META Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$115K Hold
1,000
– – 0.25% 47
2016
Q3 		$128K Buy
+1,000
New +$124K 0.27% 40
2014
Q2 		– Sell
-300
Closed -$18K – 130
2014
Q1 		$18K Hold
300
– – 0.01% 122
2013
Q4 		$16K Hold
300
– – 0.01% 134
2013
Q3 		$15.1K Buy
+300
New +$11.2K 0.01% 146

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Integrated Wealth Counsel's META Position: Q4 2016 in Review

Integrated Wealth Counsel held its Meta Platforms (Facebook) (META) position steady in Q4 2016 at 1,000 shares worth $115K. The position accounts for 0.25% of the portfolio, ranked #47.

Integrated Wealth Counsel first reported a position in META in Q3 2013 and has held it in 5 quarters since. The position peaked at $128K in Q3 2016. 1,795 funds tracked by Wall St. Rank hold META as of Q4 2016.

  • Integrated Wealth Counsel held 1,000 shares of Meta Platforms (Facebook) worth $115K as of Q4 2016.
  • Integrated Wealth Counsel left its Meta Platforms (Facebook) share count unchanged in Q4 2016.
  • Meta Platforms (Facebook) made up 0.25% of Integrated Wealth Counsel's portfolio in Q4 2016, its #47 holding.
  • Integrated Wealth Counsel first reported a position in Meta Platforms (Facebook) in Q3 2013 and has held it in 5 quarters since.
  • Integrated Wealth Counsel's Meta Platforms (Facebook) position peaked at $128K in Q3 2016.
  • 1,795 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.