Willingdon Wealth Management’s MetLife MET Stock Holding History

Willingdon Wealth 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
2020 Q1	$1K	Hold	38	–	–	﹤0.01%	282
2019 Q4	$2K	Sell	38 -65	-63%	-$3.14K	﹤0.01%	329
2019 Q3	$5K	Sell	103 -935	-90%	-$44.6K	﹤0.01%	277
2019 Q2	$52K	Sell	1,038 -65	-6%	-$3.06K	0.01%	167
2019 Q1	$47K	Sell	1,103 -55,034	-98%	-$2.43M	0.01%	178
2018 Q4	$2.31M	Sell	56,137 -1,254	-2%	-$53.8K	0.66%	68
2018 Q3	$2.68M	Buy	57,391 +2,393	+4%	+$109K	0.73%	59
2018 Q2	$2.4M	Buy	54,998 +18,940	+53%	+$883K	0.73%	59
2018 Q1	$1.66M	Buy	36,058 +36,020	+94,789%	+$1.75M	0.52%	80
2017 Q4	$2K	Buy	+38	New	+$2K	﹤0.01%	330
2016 Q1	–	Sell	-42,636	Closed	-$1.83M	–	111
2015 Q4	$1.83M	Buy	42,636 +30,518	+252%	+$1.34M	1.68%	19
2015 Q3	$509K	Buy	12,118 +449	+4%	+$21K	0.61%	61
2015 Q2	$582K	Buy	+11,669	New	+$553K	0.56%	66

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Willingdon Wealth Management's MET Position: Q1 2020 in Review

Willingdon Wealth Management held its MetLife (MET) position steady in Q1 2020 at 38 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Willingdon Wealth Management first reported a position in MET in Q2 2015 and has held it in 13 quarters since. The position peaked at $2.68M in Q3 2018. 962 funds tracked by Wall St. Rank hold MET as of Q1 2020.

Willingdon Wealth Management held 38 shares of MetLife worth $1K as of Q1 2020.
Willingdon Wealth Management left its MetLife share count unchanged in Q1 2020.
MetLife made up ﹤0.01% of Willingdon Wealth Management's portfolio in Q1 2020, its #282 holding.
Willingdon Wealth Management first reported a position in MetLife in Q2 2015 and has held it in 13 quarters since.
Willingdon Wealth Management's MetLife position peaked at $2.68M in Q3 2018.
962 funds tracked by Wall St. Rank held MetLife as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.