Waverton Investment Management’s MetLife MET Stock Holding History

Waverton Investment Management’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 Q2	–	Sell	-67,769	Closed	-$3.19M	–	92
2017 Q1	$3.19M	Hold	67,769	–	–	0.2%	51
2016 Q4	$3.25M	Hold	67,769	–	–	0.21%	62
2016 Q3	$2.68M	Sell	67,769 -1,421	-2%	-$53.4K	0.18%	62
2016 Q2	$2.46M	Hold	69,190	–	–	0.18%	63
2016 Q1	$2.71M	Buy	69,190 +108	+0.2%	+$4.04K	0.21%	64
2015 Q4	$2.97M	Hold	69,082	–	–	0.22%	63
2015 Q3	$2.9M	Buy	69,082 +449	+0.7%	+$21K	0.23%	60
2015 Q2	$3.42M	Hold	68,633	–	–	0.25%	55
2015 Q1	$3.09M	Hold	68,633	–	–	0.22%	55
2014 Q4	$3.31M	Hold	68,633	–	–	0.23%	55
2014 Q3	$3.29M	Buy	68,633 +236	+0.3%	+$11.5K	0.23%	60
2014 Q2	$3.39M	Sell	68,397 -94,663	-58%	-$4.43M	0.22%	59
2014 Q1	$7.67M	Buy	163,060 +628	+0.4%	+$28.9K	0.36%	48
2013 Q4	$7.81M	Hold	162,432	–	–	0.4%	44
2013 Q3	$6.8M	Buy	162,432 +94,663	+140%	+$4.08M	0.4%	45
2013 Q2	$2.76M	Buy	+67,769	New	+$2.49M	0.24%	47

Other funds holding MET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Waverton Investment Management's MET Position: Q2 2017 in Review

Waverton Investment Management sold out of MetLife (MET) in Q2 2017, closing a stake of 67,769 shares — an estimated $3.19M sold.

Waverton Investment Management first reported a position in MET in Q2 2013 and held it in 16 quarters. The position peaked at $7.81M in Q4 2013. 1,029 funds tracked by Wall St. Rank hold MET as of Q2 2017.

Waverton Investment Management reported no remaining MetLife position as of Q2 2017 after selling out during the quarter.
Waverton Investment Management sold 67,769 MetLife shares in Q2 2017, an estimated $3.19M.
Waverton Investment Management first reported a position in MetLife in Q2 2013 and held it in 16 quarters.
Waverton Investment Management's MetLife position peaked at $7.81M in Q4 2013.
1,029 funds tracked by Wall St. Rank held MetLife as of Q2 2017.

Based on Waverton Investment Management's 13F filing for Q2 2017, filed 11 Jul 2017.