BFA
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Beaumont Financial Advisors’s Brighthouse Financial BHF Stock Holding History

Beaumont Financial 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
2017
Q4 		– Sell
-11,131
Closed -$677K – 189
2017
Q3 		$677K Buy
+11,131
New +$635K 0.08% 102

Other funds holding BHF

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GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beaumont Financial Advisors's BHF Position: Q4 2017 in Review

Beaumont Financial Advisors sold out of Brighthouse Financial (BHF) in Q4 2017, closing a stake of 11,131 shares — an estimated $677K sold.

Beaumont Financial Advisors first reported a position in BHF in Q3 2017 and held it in 1 quarter. The position peaked at $677K in Q3 2017. 573 funds tracked by Wall St. Rank hold BHF as of Q4 2017.

  • Beaumont Financial Advisors reported no remaining Brighthouse Financial position as of Q4 2017 after selling out during the quarter.
  • Beaumont Financial Advisors sold 11,131 Brighthouse Financial shares in Q4 2017, an estimated $677K.
  • Beaumont Financial Advisors first reported a position in Brighthouse Financial in Q3 2017 and held it in 1 quarter.
  • Beaumont Financial Advisors's Brighthouse Financial position peaked at $677K in Q3 2017.
  • 573 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2017.

Based on Beaumont Financial Advisors's 13F filing for Q4 2017, filed 5 Feb 2018.