WP
MET.PRB

WealthPLAN Partners’s METLIFE INC PFD SERIES B MET.PRB Stock Holding History

WealthPLAN Partners’s Portfolio MET.PRB Stock Details MET.PRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-200
Closed -$5K – 551
2015
Q1 		$5K Buy
+200
New +$5.22K ﹤0.01% 426

Other funds holding MET.PRB

MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WealthPLAN Partners's MET.PRB Position: Q2 2015 in Review

WealthPLAN Partners sold out of METLIFE INC PFD SERIES B (MET.PRB) in Q2 2015, closing a stake of 200 shares — an estimated $5K sold.

WealthPLAN Partners first reported a position in MET.PRB in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 11 funds tracked by Wall St. Rank hold MET.PRB as of Q2 2015.

  • WealthPLAN Partners reported no remaining METLIFE INC PFD SERIES B position as of Q2 2015 after selling out during the quarter.
  • WealthPLAN Partners sold 200 METLIFE INC PFD SERIES B shares in Q2 2015, an estimated $5K.
  • WealthPLAN Partners first reported a position in METLIFE INC PFD SERIES B in Q1 2015 and held it in 1 quarter.
  • WealthPLAN Partners's METLIFE INC PFD SERIES B position peaked at $5K in Q1 2015.
  • 11 funds tracked by Wall St. Rank held METLIFE INC PFD SERIES B as of Q2 2015.

Based on WealthPLAN Partners's 13F filing for Q2 2015, filed 10 Aug 2015.