BWM
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BerganKDV Wealth Management’s Brighthouse Financial BHF Stock Holding History

BerganKDV 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
2020
Q2 		– Sell
-11
Closed – – 964
2020
Q1 		$0 Hold
11
– – ﹤0.01% 926
2019
Q4 		$0 Buy
+11
New +$433 ﹤0.01% 935
2019
Q2 		– Sell
-3
Closed – – 733
2019
Q1 		$0 Buy
+3
New +$112 ﹤0.01% 728

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BerganKDV Wealth Management's BHF Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Brighthouse Financial (BHF) in Q2 2020, closing a stake of 11 shares.

BerganKDV Wealth Management first reported a position in BHF in Q1 2019 and held it in 3 quarters. The position peaked at $0 in Q1 2020. 405 funds tracked by Wall St. Rank hold BHF as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Brighthouse Financial position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 11 Brighthouse Financial shares in Q2 2020.
  • BerganKDV Wealth Management first reported a position in Brighthouse Financial in Q1 2019 and held it in 3 quarters.
  • BerganKDV Wealth Management's Brighthouse Financial position peaked at $0 in Q1 2020.
  • 405 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.