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WealthSource Partners’s MetLife MET Stock Holding History

WealthSource Partners’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
2018
Q2 		– Sell
-5,042
Closed -$231K – 311
2018
Q1 		$231K Sell
5,042
-772
-13% -$37.5K 0.07% 248
2017
Q4 		$294K Buy
5,814
+1,335
+30% +$70.3K 0.09% 203
2017
Q3 		$233K Sell
4,479
-999
-18% -$48.7K 0.08% 242
2017
Q2 		$268K Sell
5,478
-1,000
-15% -$46.4K 0.09% 218
2017
Q1 		$305K Sell
6,478
-468
-7% -$22.3K 0.11% 195
2016
Q4 		$334K Sell
6,946
-9,657
-58% -$443K 0.14% 152
2016
Q3 		$657K Buy
16,603
+3,023
+22% +$114K 0.24% 95
2016
Q2 		$482K Buy
13,580
+1,616
+14% +$63K 0.18% 117
2016
Q1 		$469K Buy
+11,964
New +$447K 0.19% 109

Other funds holding MET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthSource Partners's MET Position: Q2 2018 in Review

WealthSource Partners sold out of MetLife (MET) in Q2 2018, closing a stake of 5,042 shares — an estimated $231K sold.

WealthSource Partners first reported a position in MET in Q1 2016 and held it in 9 quarters. The position peaked at $657K in Q3 2016. 1,030 funds tracked by Wall St. Rank hold MET as of Q2 2018.

  • WealthSource Partners reported no remaining MetLife position as of Q2 2018 after selling out during the quarter.
  • WealthSource Partners sold 5,042 MetLife shares in Q2 2018, an estimated $231K.
  • WealthSource Partners first reported a position in MetLife in Q1 2016 and held it in 9 quarters.
  • WealthSource Partners's MetLife position peaked at $657K in Q3 2016.
  • 1,030 funds tracked by Wall St. Rank held MetLife as of Q2 2018.

Based on WealthSource Partners's 13F filing for Q2 2018, filed 14 Aug 2018.