Whalerock Point Partners’s MetLife MET Stock Holding History

Whalerock Point 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	-4,650	Closed	-$213K	–	153
2018 Q1	$213K	Buy	4,650 +400	+9%	+$19.4K	0.07%	185
2017 Q4	$215K	Sell	4,250 -600	-12%	-$31.6K	0.07%	185
2017 Q3	$252K	Sell	4,850 -592	-11%	-$28.8K	0.09%	144
2017 Q2	$267K	Hold	5,442	–	–	0.1%	136
2017 Q1	$256K	Buy	5,442 +225	+4%	+$10.7K	0.1%	126
2016 Q4	$250K	Buy	+5,217	New	+$239K	0.1%	121
2016 Q1	$276K	Sell	7,069 -6,563	-48%	-$245K	0.12%	114
2015 Q4	$585K	Buy	13,632 +953	+8%	+$41.9K	0.25%	71
2015 Q3	$532K	Buy	12,679 +56	+0.4%	+$2.62K	0.23%	85
2015 Q2	$629K	Hold	12,623	–	–	0.26%	72
2015 Q1	$568K	Hold	12,623	–	–	0.23%	81
2014 Q4	$608K	Buy	12,623 +786	+7%	+$37.3K	0.26%	67
2014 Q3	$566K	Buy	11,837 +505	+4%	+$24.5K	0.26%	70
2014 Q2	$561K	Buy	11,332 +1,066	+10%	+$49.9K	0.27%	74
2014 Q1	$483K	Buy	10,266 +224	+2%	+$10.3K	0.25%	77
2013 Q4	$482K	Buy	+10,042	New	+$450K	0.25%	74

Other funds holding MET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Whalerock Point Partners's MET Position: Q2 2018 in Review

Whalerock Point Partners sold out of MetLife (MET) in Q2 2018, closing a stake of 4,650 shares — an estimated $213K sold.

Whalerock Point Partners first reported a position in MET in Q4 2013 and held it in 16 quarters. The position peaked at $629K in Q2 2015. 1,030 funds tracked by Wall St. Rank hold MET as of Q2 2018.

Whalerock Point Partners reported no remaining MetLife position as of Q2 2018 after selling out during the quarter.
Whalerock Point Partners sold 4,650 MetLife shares in Q2 2018, an estimated $213K.
Whalerock Point Partners first reported a position in MetLife in Q4 2013 and held it in 16 quarters.
Whalerock Point Partners's MetLife position peaked at $629K in Q2 2015.
1,030 funds tracked by Wall St. Rank held MetLife as of Q2 2018.

Based on Whalerock Point Partners's 13F filing for Q2 2018, filed 4 Mar 2019.