Integrated Wealth Management (Palm Desert)’s MetLife MET Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-488	Closed	-$19K	–	715
2016 Q3	$19K	Buy	488 +99	+25%	+$3.72K	0.01%	612
2016 Q2	$14K	Sell	389 -409	-51%	-$16K	0.01%	677
2016 Q1	$31K	Sell	798 -697	-47%	-$26.1K	0.01%	460
2015 Q4	$64K	Sell	1,495 -310	-17%	-$13.6K	0.03%	347
2015 Q3	$76K	Hold	1,805	–	–	0.03%	309
2015 Q2	$90K	Sell	1,805 -115	-6%	-$5.45K	0.03%	291
2015 Q1	$86K	Buy	+1,920	New	+$86.3K	0.04%	294

Other funds holding MET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MET Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of MetLife (MET) in Q4 2016, closing a stake of 488 shares — an estimated $19K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MET in Q1 2015 and held it in 7 quarters. The position peaked at $90K in Q2 2015. 1,038 funds tracked by Wall St. Rank hold MET as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining MetLife position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 488 MetLife shares in Q4 2016, an estimated $19K.
Integrated Wealth Management (Palm Desert) first reported a position in MetLife in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s MetLife position peaked at $90K in Q2 2015.
1,038 funds tracked by Wall St. Rank held MetLife as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.