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SFMG Wealth Advisors’s MetLife MET Stock Holding History

SFMG Wealth Advisors’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
2020
Q1 		– Sell
-34,124
Closed -$1.74M – 164
2019
Q4 		$1.74M Buy
34,124
+5,351
+19% +$258K 0.21% 41
2019
Q3 		$1.36M Buy
28,773
+10,697
+59% +$510K 0.18% 44
2019
Q2 		$916K Buy
+18,076
New +$850K 0.12% 53

Other funds holding MET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFMG Wealth Advisors's MET Position: Q1 2020 in Review

SFMG Wealth Advisors sold out of MetLife (MET) in Q1 2020, closing a stake of 34,124 shares — an estimated $1.74M sold.

SFMG Wealth Advisors first reported a position in MET in Q2 2019 and held it in 3 quarters. The position peaked at $1.74M in Q4 2019. 962 funds tracked by Wall St. Rank hold MET as of Q1 2020.

  • SFMG Wealth Advisors reported no remaining MetLife position as of Q1 2020 after selling out during the quarter.
  • SFMG Wealth Advisors sold 34,124 MetLife shares in Q1 2020, an estimated $1.74M.
  • SFMG Wealth Advisors first reported a position in MetLife in Q2 2019 and held it in 3 quarters.
  • SFMG Wealth Advisors's MetLife position peaked at $1.74M in Q4 2019.
  • 962 funds tracked by Wall St. Rank held MetLife as of Q1 2020.

Based on SFMG Wealth Advisors's 13F filing for Q1 2020, filed 8 May 2020.