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Avantax Planning Partners’s Brighthouse Financial BHF Stock Holding History

Avantax Planning Partners’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
-154
Closed -$7K – 377
2018
Q3 		$7K Buy
+154
New +$6.49K ﹤0.01% 964
2018
Q2 		– Sell
-144
Closed -$7K – 373
2018
Q1 		$7K Buy
+144
New +$8.32K ﹤0.01% 1183

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

Avantax Planning Partners's BHF Position: Q4 2018 in Review

Avantax Planning Partners sold out of Brighthouse Financial (BHF) in Q4 2018, closing a stake of 154 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in BHF in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 492 funds tracked by Wall St. Rank hold BHF as of Q4 2018.

  • Avantax Planning Partners reported no remaining Brighthouse Financial position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 154 Brighthouse Financial shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in Brighthouse Financial in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Brighthouse Financial position peaked at $7K in Q3 2018.
  • 492 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.