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Summit Financial Wealth Advisors’s MetLife MET Stock Holding History

Summit Financial 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
2017
Q3 		– Sell
-22,925
Closed -$1.12M – 149
2017
Q2 		$1.12M Buy
22,925
+5,372
+31% +$249K 0.44% 56
2017
Q1 		$826K Buy
17,553
+313
+2% +$14.9K 0.36% 69
2016
Q4 		$828K Sell
17,240
-251
-1% -$11.5K 0.36% 70
2016
Q3 		$693K Buy
+17,491
New +$658K 0.3% 75

Other funds holding MET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Summit Financial Wealth Advisors's MET Position: Q3 2017 in Review

Summit Financial Wealth Advisors sold out of MetLife (MET) in Q3 2017, closing a stake of 22,925 shares — an estimated $1.12M sold.

Summit Financial Wealth Advisors first reported a position in MET in Q3 2016 and held it in 4 quarters. The position peaked at $1.12M in Q2 2017. 985 funds tracked by Wall St. Rank hold MET as of Q3 2017.

  • Summit Financial Wealth Advisors reported no remaining MetLife position as of Q3 2017 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 22,925 MetLife shares in Q3 2017, an estimated $1.12M.
  • Summit Financial Wealth Advisors first reported a position in MetLife in Q3 2016 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's MetLife position peaked at $1.12M in Q2 2017.
  • 985 funds tracked by Wall St. Rank held MetLife as of Q3 2017.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.