1776 Wealth’s Brighthouse Financial BHF Stock Holding History

1776 Wealth’s Portfolio BHF Stock Details BHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-27	Closed	–	–	130
2020 Q2	$0	Sell	27 -27	-50%	-$744	﹤0.01%	328
2020 Q1	$1K	Buy	54 +27	+100%	+$955	﹤0.01%	348
2019 Q4	$1K	Buy	+27	New	+$1.06K	﹤0.01%	320

Other funds holding BHF

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

1776 Wealth's BHF Position: Q3 2020 in Review

1776 Wealth sold out of Brighthouse Financial (BHF) in Q3 2020, closing a stake of 27 shares.

1776 Wealth first reported a position in BHF in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q1 2020. 376 funds tracked by Wall St. Rank hold BHF as of Q3 2020.

1776 Wealth reported no remaining Brighthouse Financial position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 27 Brighthouse Financial shares in Q3 2020.
1776 Wealth first reported a position in Brighthouse Financial in Q4 2019 and held it in 3 quarters.
1776 Wealth's Brighthouse Financial position peaked at $1K in Q1 2020.
376 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.