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Trilogy Global Advisors’s MetLife MET Stock Holding History

Trilogy Global 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
2014
Q1 		– Sell
-580,461
Closed -$27.9M – 95
2013
Q4 		$27.9M Sell
580,461
-558,114
-49% -$25M 0.57% 58
2013
Q3 		$47.6M Sell
1,138,575
-1,491,230
-57% -$64.3M 1.03% 45
2013
Q2 		$107M Buy
+2,629,805
New +$96.7M 2.49% 6

Other funds holding MET

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Trilogy Global Advisors's MET Position: Q1 2014 in Review

Trilogy Global Advisors sold out of MetLife (MET) in Q1 2014, closing a stake of 580,461 shares — an estimated $27.9M sold.

Trilogy Global Advisors first reported a position in MET in Q2 2013 and held it in 3 quarters. The position peaked at $107M in Q2 2013. 915 funds tracked by Wall St. Rank hold MET as of Q1 2014.

  • Trilogy Global Advisors reported no remaining MetLife position as of Q1 2014 after selling out during the quarter.
  • Trilogy Global Advisors sold 580,461 MetLife shares in Q1 2014, an estimated $27.9M.
  • Trilogy Global Advisors first reported a position in MetLife in Q2 2013 and held it in 3 quarters.
  • Trilogy Global Advisors's MetLife position peaked at $107M in Q2 2013.
  • 915 funds tracked by Wall St. Rank held MetLife as of Q1 2014.

Based on Trilogy Global Advisors's 13F filing for Q1 2014, filed 9 May 2014.