LWM
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LBA Wealth Management’s MetLife MET Stock Holding History

LBA 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
2017
Q1 		$1.35M Sell
28,792
-427
-1% -$20.4K 0.71% 23
2016
Q4 		$1.4M Buy
29,219
+358
+1% +$16.4K 0.77% 18
2016
Q3 		$1.14M Buy
28,861
+197
+0.7% +$7.41K 0.64% 27
2016
Q2 		$1.02M Buy
28,664
+1,285
+5% +$50.1K 0.57% 32
2016
Q1 		$1.07M Buy
27,379
+241
+0.9% +$9.01K 0.62% 30
2015
Q4 		$1.17M Buy
27,138
+1,010
+4% +$44.4K 0.67% 27
2015
Q3 		$1.1M Buy
26,128
+478
+2% +$22.3K 0.69% 28
2015
Q2 		$1.28M Buy
25,650
+673
+3% +$31.9K 0.8% 22
2015
Q1 		$1.13M Buy
24,977
+2,620
+12% +$118K 0.71% 29
2014
Q4 		$1.08M Sell
22,357
-1,599
-7% -$76K 0.71% 30
2014
Q3 		$1.15M Buy
23,956
+561
+2% +$27.2K 0.8% 26
2014
Q2 		$1.16M Sell
23,395
-3,074
-12% -$144K 0.94% 22
2014
Q1 		$1.17M Sell
26,469
-275
-1% -$12.6K 0.96% 22
2013
Q4 		$1.2M Buy
+26,744
New +$1.2M 0.99% 20

Other funds holding MET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

LBA Wealth Management's MET Position: Q1 2017 in Review

LBA Wealth Management reduced its MetLife (MET) stake by 1.5% in Q1 2017, selling an estimated $20.4K and leaving 28,792 shares worth $1.35M. The position accounts for 0.71% of the portfolio, ranked #23.

LBA Wealth Management first reported a position in MET in Q4 2013 and has held it in 14 quarters since. The position peaked at $1.4M in Q4 2016. 1,046 funds tracked by Wall St. Rank hold MET as of Q1 2017.

  • LBA Wealth Management held 28,792 shares of MetLife worth $1.35M as of Q1 2017.
  • LBA Wealth Management sold 427 MetLife shares in Q1 2017, an estimated $20.4K.
  • MetLife made up 0.71% of LBA Wealth Management's portfolio in Q1 2017, its #23 holding.
  • LBA Wealth Management first reported a position in MetLife in Q4 2013 and has held it in 14 quarters since.
  • LBA Wealth Management's MetLife position peaked at $1.4M in Q4 2016.
  • 1,046 funds tracked by Wall St. Rank held MetLife as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.