Vector Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Vector Wealth Management’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
2016 Q4	$350K	Buy	3,038 +56	+2%	+$6.88K	0.25%	55
2016 Q3	$382K	Sell	2,982 -154	-5%	-$19.1K	0.26%	50
2016 Q2	$359K	Sell	3,136 -542	-15%	-$62.5K	0.24%	52
2016 Q1	$419K	Sell	3,678 -93	-2%	-$9.81K	0.31%	39
2015 Q4	$395K	Buy	3,771 +49	+1%	+$5.03K	0.31%	39
2015 Q3	$388K	Buy	3,722 +858	+30%	+$78.7K	0.31%	41
2015 Q2	$246K	Buy	2,864 +223	+8%	+$18.2K	0.19%	64
2015 Q1	$217K	Buy	2,641 +41	+2%	+$3.21K	0.18%	72
2014 Q4	$203K	Hold	2,600	–	–	0.15%	69
2014 Q3	$206K	Buy	+2,600	New	+$191K	0.15%	55
2014 Q2	–	Sell	-3,342	Closed	-$202K	–	55
2014 Q1	$202K	Sell	3,342 -1,977	-37%	-$125K	0.15%	53
2013 Q4	$291K	Sell	5,319 -2,414	-31%	-$121K	0.21%	37
2013 Q3	$388K	Buy	+7,733	New	+$288K	0.28%	33

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vector Wealth Management's META Position: Q4 2016 in Review

Vector Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.9% in Q4 2016, buying an estimated $6.88K and bringing the position to 3,038 shares worth $350K. The position accounts for 0.25% of the portfolio, ranked #55.

Vector Wealth Management first reported a position in META in Q3 2013 and has held it in 13 quarters since. The position peaked at $419K in Q1 2016. 1,795 funds tracked by Wall St. Rank hold META as of Q4 2016.

Vector Wealth Management held 3,038 shares of Meta Platforms (Facebook) worth $350K as of Q4 2016.
Vector Wealth Management bought 56 Meta Platforms (Facebook) shares in Q4 2016, an estimated $6.88K.
Meta Platforms (Facebook) made up 0.25% of Vector Wealth Management's portfolio in Q4 2016, its #55 holding.
Vector Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2013 and has held it in 13 quarters since.
Vector Wealth Management's Meta Platforms (Facebook) position peaked at $419K in Q1 2016.
1,795 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.