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Aevitas Wealth Management’s Brighthouse Financial BHF Stock Holding History

Aevitas Wealth Management’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
2018
Q4 		– Sell
-13
Closed -$1K – 394
2018
Q3 		$1K Hold
13
– – ﹤0.01% 431
2018
Q2 		$1K Sell
13
-4
-24% -$192 ﹤0.01% 403
2018
Q1 		$1K Hold
17
– – ﹤0.01% 423
2017
Q4 		$1K Buy
+17
New +$1.01K ﹤0.01% 414

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Aevitas Wealth Management's BHF Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Brighthouse Financial (BHF) in Q4 2018, closing a stake of 13 shares — an estimated $1K sold.

Aevitas Wealth Management first reported a position in BHF in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 492 funds tracked by Wall St. Rank hold BHF as of Q4 2018.

  • Aevitas Wealth Management reported no remaining Brighthouse Financial position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 13 Brighthouse Financial shares in Q4 2018, an estimated $1K.
  • Aevitas Wealth Management first reported a position in Brighthouse Financial in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's Brighthouse Financial position peaked at $1K in Q3 2018.
  • 492 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.