Veritable’s METLIFE, INC. COM EQUITY UNIT MLU Stock Holding History

Veritable’s Portfolio MLU Stock Details MLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-1,000	Closed	-$32K	–	1028
2013 Q4	$32K	Buy	+1,000	New	+$30K	﹤0.01%	937

Other funds holding MLU

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

ACM

Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Veritable's MLU Position: Q1 2014 in Review

Veritable sold out of METLIFE, INC. COM EQUITY UNIT (MLU) in Q1 2014, closing a stake of 1,000 shares — an estimated $32K sold.

Veritable first reported a position in MLU in Q4 2013 and held it in 1 quarter. The position peaked at $32K in Q4 2013. 63 funds tracked by Wall St. Rank hold MLU as of Q1 2014.

Veritable reported no remaining METLIFE, INC. COM EQUITY UNIT position as of Q1 2014 after selling out during the quarter.
Veritable sold 1,000 METLIFE, INC. COM EQUITY UNIT shares in Q1 2014, an estimated $32K.
Veritable first reported a position in METLIFE, INC. COM EQUITY UNIT in Q4 2013 and held it in 1 quarter.
Veritable's METLIFE, INC. COM EQUITY UNIT position peaked at $32K in Q4 2013.
63 funds tracked by Wall St. Rank held METLIFE, INC. COM EQUITY UNIT as of Q1 2014.

Based on Veritable's 13F filing for Q1 2014, filed 15 May 2014.