OFG
MLU

OTA Financial Group’s METLIFE, INC. COM EQUITY UNIT MLU Stock Holding History

OTA Financial Group’s Portfolio MLU Stock Details MLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		$537K Sell
17,450
-4,843
-22% -$147K 0.51% 35
2013
Q4 		$703 Buy
+22,293
New +$669K 0.44% 31

Other funds holding MLU

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OTA Financial Group's MLU Position: Q1 2014 in Review

OTA Financial Group reduced its METLIFE, INC. COM EQUITY UNIT (MLU) stake by 22% in Q1 2014, selling an estimated $147K and leaving 17,450 shares worth $537K. The position accounts for 0.51% of the portfolio, ranked #35.

OTA Financial Group first reported a position in MLU in Q4 2013 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold MLU as of Q1 2014.

  • OTA Financial Group held 17,450 shares of METLIFE, INC. COM EQUITY UNIT worth $537K as of Q1 2014.
  • OTA Financial Group sold 4,843 METLIFE, INC. COM EQUITY UNIT shares in Q1 2014, an estimated $147K.
  • METLIFE, INC. COM EQUITY UNIT made up 0.51% of OTA Financial Group's portfolio in Q1 2014, its #35 holding.
  • OTA Financial Group first reported a position in METLIFE, INC. COM EQUITY UNIT in Q4 2013 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held METLIFE, INC. COM EQUITY UNIT as of Q1 2014.

Based on OTA Financial Group's 13F filing for Q1 2014, filed 30 Apr 2014.