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Smith & Howard Wealth Management’s MetLife MET Stock Holding History

Smith & Howard Wealth Management’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
2014
Q1 		– Sell
-3,231
Closed -$155K – 148
2013
Q4 		$155K Buy
3,231
+819
+34% +$36.7K 0.09% 51
2013
Q3 		$101K Buy
+2,412
New +$104K 0.06% 70

Other funds holding MET

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Smith & Howard Wealth Management's MET Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of MetLife (MET) in Q1 2014, closing a stake of 3,231 shares — an estimated $155K sold.

Smith & Howard Wealth Management first reported a position in MET in Q3 2013 and held it in 2 quarters. The position peaked at $155K in Q4 2013. 916 funds tracked by Wall St. Rank hold MET as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining MetLife position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 3,231 MetLife shares in Q1 2014, an estimated $155K.
  • Smith & Howard Wealth Management first reported a position in MetLife in Q3 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's MetLife position peaked at $155K in Q4 2013.
  • 916 funds tracked by Wall St. Rank held MetLife as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.