KFS
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KMS Financial Services’s MetLife MET Stock Holding History

KMS Financial Services’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
2014
Q3 		$1.15M Buy
24,013
+627
+3% +$30.5K 0.16% 145
2014
Q2 		$1.16M Buy
23,386
+1,810
+8% +$84.7K 0.17% 139
2014
Q1 		$1.02M Buy
21,576
+8,669
+67% +$398K 0.16% 142
2013
Q4 		$621K Buy
+12,907
New +$579K 0.1% 215

Other funds holding MET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

KMS Financial Services's MET Position: Q3 2014 in Review

KMS Financial Services increased its MetLife (MET) stake by 2.7% in Q3 2014, buying an estimated $30.5K and bringing the position to 24,013 shares worth $1.15M. The position accounts for 0.16% of the portfolio, ranked #145.

KMS Financial Services first reported a position in MET in Q4 2013 and has held it in 4 quarters since. The position peaked at $1.16M in Q2 2014. 896 funds tracked by Wall St. Rank hold MET as of Q3 2014.

  • KMS Financial Services held 24,013 shares of MetLife worth $1.15M as of Q3 2014.
  • KMS Financial Services bought 627 MetLife shares in Q3 2014, an estimated $30.5K.
  • MetLife made up 0.16% of KMS Financial Services's portfolio in Q3 2014, its #145 holding.
  • KMS Financial Services first reported a position in MetLife in Q4 2013 and has held it in 4 quarters since.
  • KMS Financial Services's MetLife position peaked at $1.16M in Q2 2014.
  • 896 funds tracked by Wall St. Rank held MetLife as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.