Rockefeller Financial Services’s MetLife MET Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$2.76M	Buy	54,581 +17,428	+47%	+$918K	0.04%	166
2017 Q3	$1.93M	Buy	37,153 +22,766	+158%	+$1.11M	0.04%	156
2017 Q2	$704K	Hold	14,387	–	–	0.01%	206
2017 Q1	$677K	Hold	14,387	–	–	0.01%	220
2016 Q4	$691K	Buy	14,387 +121	+0.8%	+$5.55K	0.01%	225
2016 Q3	$565K	Sell	14,266 -8,968	-39%	-$337K	0.01%	231
2016 Q2	$825K	Sell	23,234 -655	-3%	-$25.5K	0.02%	210
2016 Q1	$936K	Buy	23,889 +13,997	+141%	+$523K	0.02%	196
2015 Q4	$425K	Hold	9,892	–	–	0.01%	270
2015 Q3	$416K	Buy	9,892 +924	+10%	+$43.2K	0.01%	264
2015 Q2	$448K	Sell	8,968 -516	-5%	-$24.4K	0.01%	248
2015 Q1	$427K	Buy	9,484 +516	+6%	+$23.2K	0.01%	259
2014 Q4	$432K	Buy	+8,968	New	+$426K	0.01%	249
2014 Q3	–	Sell	-309	Closed	-$15K	–	552
2014 Q2	$15K	Buy	+309	New	+$14.5K	﹤0.01%	497
2014 Q1	–	Sell	-94	Closed	-$5K	–	524
2013 Q4	$5K	Buy	+94	New	+$4.21K	﹤0.01%	474

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Rockefeller Financial Services's MET Position: Q4 2017 in Review

Rockefeller Financial Services increased its MetLife (MET) stake by 47% in Q4 2017, buying an estimated $918K and bringing the position to 54,581 shares worth $2.76M. The position accounts for 0.04% of the portfolio, ranked #166.

Rockefeller Financial Services first reported a position in MET in Q4 2013 and has held it in 15 quarters since. 1,085 funds tracked by Wall St. Rank hold MET as of Q4 2017.

Rockefeller Financial Services held 54,581 shares of MetLife worth $2.76M as of Q4 2017.
Rockefeller Financial Services bought 17,428 MetLife shares in Q4 2017, an estimated $918K.
MetLife made up 0.04% of Rockefeller Financial Services's portfolio in Q4 2017, its #166 holding.
Rockefeller Financial Services first reported a position in MetLife in Q4 2013 and has held it in 15 quarters since.
1,085 funds tracked by Wall St. Rank held MetLife as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.