Osborn Williams & Donohoe’s MetLife MET Stock Holding History

Osborn Williams & Donohoe’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	-571	Closed	-$26K	–	530
2019 Q1	$26K	Buy	+571	New	+$25.2K	﹤0.01%	529
2017 Q3	–	Sell	-7,098	Closed	-$348K	–	223
2017 Q2	$348K	Sell	7,098 -30	-0.4%	-$1.39K	0.06%	176
2017 Q1	$336K	Buy	7,128 +337	+5%	+$16.1K	0.06%	181
2016 Q4	$326K	Hold	6,791	–	–	0.06%	179
2016 Q3	$269K	Hold	6,791	–	–	0.05%	192
2016 Q2	$241K	Buy	6,791 +897	+15%	+$35K	0.05%	192
2016 Q1	$231K	Buy	5,894 +337	+6%	+$12.6K	0.05%	196
2015 Q4	$239K	Hold	5,557	–	–	0.05%	189
2015 Q3	$234K	Buy	5,557 +112	+2%	+$5.23K	0.05%	186
2015 Q2	$272K	Hold	5,445	–	–	0.05%	183
2015 Q1	$245K	Buy	5,445 +112	+2%	+$5.03K	0.05%	204
2014 Q4	$257K	Buy	+5,333	New	+$253K	0.05%	198
2014 Q3	–	Sell	-4,099	Closed	-$204K	–	231
2014 Q2	$204K	Buy	+4,099	New	+$192K	0.04%	215

Other funds holding MET

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

T. Rowe Price Associates

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

Massachusetts Financial Services

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

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