Jacobus Wealth Management’s MetLife MET Stock Holding History

Jacobus Wealth Management’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	-2,637	Closed	-$104K	–	215
2016 Q3	$104K	Buy	+2,637	New	+$99.1K	0.03%	217
2016 Q2	–	Sell	-4,123	Closed	-$161K	–	242
2016 Q1	$161K	Buy	4,123 +252	+7%	+$9.42K	0.05%	220
2015 Q4	$166K	Sell	3,871 -232	-6%	-$10.2K	0.05%	221
2015 Q3	$172K	Sell	4,103 -605	-13%	-$28.3K	0.05%	221
2015 Q2	$235K	Buy	4,708 +164	+4%	+$7.77K	0.06%	203
2015 Q1	$205K	Sell	4,544 -1,122	-20%	-$50.4K	0.05%	209
2014 Q4	$273K	Hold	5,666	–	–	0.07%	178
2014 Q3	$271K	Hold	5,666	–	–	0.07%	180
2014 Q2	$281K	Hold	5,666	–	–	0.07%	185
2014 Q1	$267K	Hold	5,666	–	–	0.06%	194
2013 Q4	$272K	Hold	5,666	–	–	0.08%	181
2013 Q3	$237K	Hold	5,666	–	–	0.08%	159
2013 Q2	$231K	Buy	+5,666	New	+$208K	0.08%	155

Other funds holding MET

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jacobus Wealth Management's MET Position: Q4 2016 in Review

Jacobus Wealth Management sold out of MetLife (MET) in Q4 2016, closing a stake of 2,637 shares — an estimated $104K sold.

Jacobus Wealth Management first reported a position in MET in Q2 2013 and held it in 13 quarters. The position peaked at $281K in Q2 2014. 1,037 funds tracked by Wall St. Rank hold MET as of Q4 2016.

Jacobus Wealth Management reported no remaining MetLife position as of Q4 2016 after selling out during the quarter.
Jacobus Wealth Management sold 2,637 MetLife shares in Q4 2016, an estimated $104K.
Jacobus Wealth Management first reported a position in MetLife in Q2 2013 and held it in 13 quarters.
Jacobus Wealth Management's MetLife position peaked at $281K in Q2 2014.
1,037 funds tracked by Wall St. Rank held MetLife as of Q4 2016.

Based on Jacobus Wealth Management's 13F filing for Q4 2016, filed 3 Feb 2017.