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 $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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

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

Franklin Resources

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services

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