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Windsor Financial Group’s MetLife MET Stock Holding History

Windsor Financial Group’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
2016
Q3 		– Sell
-65,190
Closed -$2.31M – 78
2016
Q2 		$2.31M Buy
65,190
+548
+0.8% +$21.4K 1.06% 42
2016
Q1 		$2.53M Buy
64,642
+4,759
+8% +$178K 1.16% 43
2015
Q4 		$2.57M Sell
59,883
-2,593
-4% -$114K 1.25% 39
2015
Q3 		$2.63M Sell
62,476
-449
-0.7% -$21K 1.26% 38
2015
Q2 		$3.14M Buy
62,925
+2,616
+4% +$124K 1.35% 38
2015
Q1 		$2.72M Buy
60,309
+2,890
+5% +$130K 1.22% 39
2014
Q4 		$2.77M Buy
57,419
+841
+1% +$40K 1.32% 38
2014
Q3 		$2.71M Sell
56,578
-1,038
-2% -$50.4K 1.3% 41
2014
Q2 		$2.85M Buy
57,616
+1,010
+2% +$47.3K 1.39% 40
2014
Q1 		$2.66M Sell
56,606
-168
-0.3% -$7.72K 1.35% 37
2013
Q4 		$2.73M Buy
56,774
+561
+1% +$25.1K 1.51% 32
2013
Q3 		$2.35M Sell
56,213
-1,330
-2% -$57.3K 1.41% 39
2013
Q2 		$2.35M Buy
+57,543
New +$2.12M 1.49% 36

Other funds holding MET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Windsor Financial Group's MET Position: Q3 2016 in Review

Windsor Financial Group sold out of MetLife (MET) in Q3 2016, closing a stake of 65,190 shares — an estimated $2.31M sold.

Windsor Financial Group first reported a position in MET in Q2 2013 and held it in 13 quarters. The position peaked at $3.14M in Q2 2015. 962 funds tracked by Wall St. Rank hold MET as of Q3 2016.

  • Windsor Financial Group reported no remaining MetLife position as of Q3 2016 after selling out during the quarter.
  • Windsor Financial Group sold 65,190 MetLife shares in Q3 2016, an estimated $2.31M.
  • Windsor Financial Group first reported a position in MetLife in Q2 2013 and held it in 13 quarters.
  • Windsor Financial Group's MetLife position peaked at $3.14M in Q2 2015.
  • 962 funds tracked by Wall St. Rank held MetLife as of Q3 2016.

Based on Windsor Financial Group's 13F filing for Q3 2016, filed 24 Oct 2016.