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Ullmann Wealth Partners Group’s MetLife MET Stock Holding History

Ullmann Wealth Partners Group’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
-210
Closed -$10K – 100
2017
Q2 		$10K Hold
210
– – 0.01% 139
2017
Q1 		$9K Buy
+210
New +$10K 0.01% 129

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

Ullmann Wealth Partners Group's MET Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of MetLife (MET) in Q3 2017, closing a stake of 210 shares — an estimated $10K sold.

Ullmann Wealth Partners Group first reported a position in MET in Q1 2017 and held it in 2 quarters. The position peaked at $10K in Q2 2017. 985 funds tracked by Wall St. Rank hold MET as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining MetLife position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 210 MetLife shares in Q3 2017, an estimated $10K.
  • Ullmann Wealth Partners Group first reported a position in MetLife in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's MetLife position peaked at $10K in Q2 2017.
  • 985 funds tracked by Wall St. Rank held MetLife as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.