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Sage Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Sage Financial Group’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-6,116
Closed -$640K – 57
2015
Q4 		$640K Buy
+6,116
New +$628K 0.21% 24

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Financial Group's META Position: Q1 2016 in Review

Sage Financial Group sold out of Meta Platforms (Facebook) (META) in Q1 2016, closing a stake of 6,116 shares — an estimated $640K sold.

Sage Financial Group first reported a position in META in Q4 2015 and held it in 1 quarter. The position peaked at $640K in Q4 2015. 1,627 funds tracked by Wall St. Rank hold META as of Q1 2016.

  • Sage Financial Group reported no remaining Meta Platforms (Facebook) position as of Q1 2016 after selling out during the quarter.
  • Sage Financial Group sold 6,116 Meta Platforms (Facebook) shares in Q1 2016, an estimated $640K.
  • Sage Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2015 and held it in 1 quarter.
  • Sage Financial Group's Meta Platforms (Facebook) position peaked at $640K in Q4 2015.
  • 1,627 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2016.

Based on Sage Financial Group's 13F filing for Q1 2016, filed 9 May 2016.