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Alera Investment Advisors’s Brighthouse Financial BHF Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-115
Closed -$4K – 183
2019
Q1 		$4K Sell
115
-13
-10% -$487 ﹤0.01% 669
2018
Q4 		$4K Buy
+128
New +$4.99K ﹤0.01% 627

Other funds holding BHF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Alera Investment Advisors's BHF Position: Q2 2019 in Review

Alera Investment Advisors sold out of Brighthouse Financial (BHF) in Q2 2019, closing a stake of 115 shares — an estimated $4K sold.

Alera Investment Advisors first reported a position in BHF in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 455 funds tracked by Wall St. Rank hold BHF as of Q2 2019.

  • Alera Investment Advisors reported no remaining Brighthouse Financial position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 115 Brighthouse Financial shares in Q2 2019, an estimated $4K.
  • Alera Investment Advisors first reported a position in Brighthouse Financial in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Brighthouse Financial position peaked at $4K in Q1 2019.
  • 455 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.