SteelBridge Private Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

SteelBridge Private Wealth Advisors’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
2018 Q1	$299K	Buy	1,872 +101	+6%	+$18.1K	2.59%	14
2017 Q4	$313K	Sell	1,771 -49	-3%	-$8.66K	2.64%	14
2017 Q3	$311K	Sell	1,820 -207	-10%	-$34.5K	2.98%	15
2017 Q2	$306K	Hold	2,027	–	–	0.43%	54
2017 Q1	$288K	Hold	2,027	–	–	0.44%	52
2016 Q4	$264K	Hold	2,027	–	–	0.42%	51
2016 Q3	$260K	Hold	2,027	–	–	0.76%	36
2016 Q2	$252K	Buy	+2,027	New	+$234K	0.76%	34

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SteelBridge Private Wealth Advisors's META Position: Q1 2018 in Review

SteelBridge Private Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 5.7% in Q1 2018, buying an estimated $18.1K and bringing the position to 1,872 shares worth $299K. The position accounts for 2.59% of the portfolio, ranked #14.

SteelBridge Private Wealth Advisors first reported a position in META in Q2 2016 and has held it in 8 quarters since. The position peaked at $313K in Q4 2017. 2,222 funds tracked by Wall St. Rank hold META as of Q1 2018.

SteelBridge Private Wealth Advisors held 1,872 shares of Meta Platforms (Facebook) worth $299K as of Q1 2018.
SteelBridge Private Wealth Advisors bought 101 Meta Platforms (Facebook) shares in Q1 2018, an estimated $18.1K.
Meta Platforms (Facebook) made up 2.59% of SteelBridge Private Wealth Advisors's portfolio in Q1 2018, its #14 holding.
SteelBridge Private Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2016 and has held it in 8 quarters since.
SteelBridge Private Wealth Advisors's Meta Platforms (Facebook) position peaked at $313K in Q4 2017.
2,222 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2018.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q1 2018, filed 11 May 2018.