WMS Partners’s MetLife MET Stock Holding History

WMS 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
2017 Q4	–	Sell	-4,179	Closed	-$217K	–	236
2017 Q3	$217K	Sell	4,179 -790	-16%	-$38.5K	0.03%	197
2017 Q2	$243K	Buy	4,969 +211	+4%	+$9.79K	0.03%	188
2017 Q1	$224K	Buy	+4,758	New	+$227K	0.03%	185
2016 Q3	–	Sell	-5,902	Closed	-$210K	–	203
2016 Q2	$210K	Buy	+5,902	New	+$230K	0.03%	195
2016 Q1	–	Sell	-5,060	Closed	-$217K	–	205
2015 Q4	$217K	Buy	5,060 +112	+2%	+$4.92K	0.03%	188
2015 Q3	$208K	Sell	4,948 -3,333	-40%	-$156K	0.03%	191
2015 Q2	$413K	Sell	8,281 -443	-5%	-$21K	0.05%	192
2015 Q1	$393K	Buy	8,724 +3,400	+64%	+$153K	0.05%	186
2014 Q4	$257K	Buy	+5,324	New	+$253K	0.04%	182

Other funds holding MET

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return