Mosaic Family Wealth’s MetLife MET Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-1,105	Closed	-$47K	–	430
2019 Q1	$47K	Hold	1,105	–	–	0.02%	323
2018 Q4	$45K	Hold	1,105	–	–	0.02%	321
2018 Q3	$50K	Sell	1,105 -312	-22%	-$14.3K	0.02%	317
2018 Q2	$62K	Buy	1,417 +57	+4%	+$2.66K	0.02%	281
2018 Q1	$62K	Buy	1,360 +1,000	+278%	+$48.5K	0.02%	282
2017 Q4	$18K	Hold	360	–	–	0.01%	463
2017 Q3	$18K	Buy	360 +242	+205%	+$11.8K	0.01%	488
2017 Q2	$6K	Hold	118	–	–	﹤0.01%	562
2017 Q1	$6K	Hold	118	–	–	﹤0.01%	552
2016 Q4	$6K	Sell	118 -612	-84%	-$28.1K	﹤0.01%	535
2016 Q3	$29K	Sell	730 -568	-44%	-$21.4K	0.01%	398
2016 Q2	$47K	Sell	1,298 -916	-41%	-$35.7K	0.02%	335
2016 Q1	$86K	Buy	2,214 +146	+7%	+$5.46K	0.04%	265
2015 Q4	$88K	Buy	+2,068	New	+$90.9K	0.04%	240

Other funds holding MET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mosaic Family Wealth's MET Position: Q2 2019 in Review

Mosaic Family Wealth sold out of MetLife (MET) in Q2 2019, closing a stake of 1,105 shares — an estimated $47K sold.

Mosaic Family Wealth first reported a position in MET in Q4 2015 and held it in 14 quarters. The position peaked at $88K in Q4 2015. 1,038 funds tracked by Wall St. Rank hold MET as of Q2 2019.

Mosaic Family Wealth reported no remaining MetLife position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 1,105 MetLife shares in Q2 2019, an estimated $47K.
Mosaic Family Wealth first reported a position in MetLife in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's MetLife position peaked at $88K in Q4 2015.
1,038 funds tracked by Wall St. Rank held MetLife as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.