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Advisor Group’s Brighthouse Financial BHF Stock Holding History

Advisor Group’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
2019
Q4 		$1.88M Buy
47,939
+42,973
+865% +$1.69M 0.01% 848
2019
Q3 		$202K Buy
4,966
+2,808
+130% +$105K ﹤0.01% 2325
2019
Q2 		$80K Sell
2,158
-825
-28% -$31.9K ﹤0.01% 3023
2019
Q1 		$108K Buy
2,983
+696
+30% +$26.1K ﹤0.01% 2785
2018
Q4 		$69K Sell
2,287
-64
-3% -$2.5K ﹤0.01% 2953
2018
Q3 		$103K Buy
2,351
+536
+30% +$22.6K ﹤0.01% 2730
2018
Q2 		$72K Sell
1,815
-481
-21% -$23.1K ﹤0.01% 2794
2018
Q1 		$118K Sell
2,296
-1,095
-32% -$63.2K ﹤0.01% 2425
2017
Q4 		$200K Sell
3,391
-591
-15% -$35K ﹤0.01% 2003
2017
Q3 		$242K Buy
+3,982
New +$227K ﹤0.01% 1707

Other funds holding BHF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group's BHF Position: Q4 2019 in Review

Advisor Group increased its Brighthouse Financial (BHF) stake by 865% in Q4 2019, buying an estimated $1.69M and bringing the position to 47,939 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #848.

Advisor Group first reported a position in BHF in Q3 2017 and has held it in 10 quarters since. 462 funds tracked by Wall St. Rank hold BHF as of Q4 2019.

  • Advisor Group held 47,939 shares of Brighthouse Financial worth $1.88M as of Q4 2019.
  • Advisor Group bought 42,973 Brighthouse Financial shares in Q4 2019, an estimated $1.69M.
  • Brighthouse Financial made up 0.01% of Advisor Group's portfolio in Q4 2019, its #848 holding.
  • Advisor Group first reported a position in Brighthouse Financial in Q3 2017 and has held it in 10 quarters since.
  • 462 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.