Mission Wealth Management’s MetLife MET Stock Holding History

Mission 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
2018 Q4	–	Sell	-6,809	Closed	-$318K	–	288
2018 Q3	$318K	Sell	6,809 -2,946	-30%	-$135K	0.04%	204
2018 Q2	$425K	Sell	9,755 -1,200	-11%	-$55.9K	0.06%	153
2018 Q1	$503K	Hold	10,955	–	–	0.08%	116
2017 Q4	$554K	Buy	10,955 +19	+0.2%	+$1K	0.09%	103
2017 Q3	$568K	Sell	10,936 -1,396	-11%	-$68K	0.1%	91
2017 Q2	$604K	Sell	12,332 -112	-0.9%	-$5.2K	0.11%	87
2017 Q1	$586K	Buy	12,444 +144	+1%	+$6.87K	0.11%	86
2016 Q4	$591K	Buy	12,300 +1,610	+15%	+$73.8K	0.12%	84
2016 Q3	$423K	Buy	10,690 +52	+0.5%	+$1.96K	0.1%	94
2016 Q2	$378K	Buy	10,638 +97	+0.9%	+$3.78K	0.1%	96
2016 Q1	$413K	Sell	10,541 -4,016	-28%	-$150K	0.11%	89
2015 Q4	$625K	Sell	14,557 -3,618	-20%	-$159K	0.18%	60
2015 Q3	$764K	Buy	18,175 +61	+0.3%	+$2.85K	0.23%	42
2015 Q2	$816K	Buy	+18,114	New	+$858K	0.28%	43

Other funds holding MET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Massachusetts Financial Services

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 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