Obermeyer Wealth Partners’s MetLife MET Stock Holding History

Obermeyer Wealth Partners’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 Q1	–	Sell	-410,636	Closed	-$20.8M	–	118
2017 Q4	$20.8M	Sell	410,636 -12,464	-3%	-$657K	1.8%	22
2017 Q3	$22M	Sell	423,100 -112,193	-21%	-$5.46M	1.9%	25
2017 Q2	$26.2M	Sell	535,293 -88,715	-14%	-$4.12M	2.32%	22
2017 Q1	$29.4M	Sell	624,008 -8,311	-1%	-$396K	2.7%	15
2016 Q4	$30.4M	Sell	632,319 -48,559	-7%	-$2.23M	2.91%	15
2016 Q3	$27M	Sell	680,878 -22,995	-3%	-$864K	2.59%	17
2016 Q2	$25M	Sell	703,873 -95,068	-12%	-$3.71M	2.49%	17
2016 Q1	$31.3M	Sell	798,941 -238,081	-23%	-$8.9M	2.9%	15
2015 Q4	$44.6M	Sell	1,037,022 -9,295	-0.9%	-$409K	4.06%	9
2015 Q3	$44M	Sell	1,046,317 -4,594	-0.4%	-$215K	4.63%	6
2015 Q2	$52.4M	Buy	+1,050,911	New	+$49.8M	4.47%	3

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Obermeyer Wealth Partners's MET Position: Q1 2018 in Review

Obermeyer Wealth Partners sold out of MetLife (MET) in Q1 2018, closing a stake of 410,636 shares — an estimated $20.8M sold.

Obermeyer Wealth Partners first reported a position in MET in Q2 2015 and held it in 11 quarters. The position peaked at $52.4M in Q2 2015. 1,026 funds tracked by Wall St. Rank hold MET as of Q1 2018.

Obermeyer Wealth Partners reported no remaining MetLife position as of Q1 2018 after selling out during the quarter.
Obermeyer Wealth Partners sold 410,636 MetLife shares in Q1 2018, an estimated $20.8M.
Obermeyer Wealth Partners first reported a position in MetLife in Q2 2015 and held it in 11 quarters.
Obermeyer Wealth Partners's MetLife position peaked at $52.4M in Q2 2015.
1,026 funds tracked by Wall St. Rank held MetLife as of Q1 2018.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2018, filed 7 May 2018.