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Berman Capital Advisors’s Brighthouse Financial BHF Stock Holding History

Berman Capital 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
2021
Q3 		$32K Buy
741
+215
+41% +$9.69K 0.01% 838
2021
Q2 		$23K Buy
526
+34
+7% +$1.6K ﹤0.01% 848
2021
Q1 		$21K Hold
492
– – ﹤0.01% 762
2020
Q4 		$17K Hold
492
– – ﹤0.01% 712
2020
Q3 		$13K Hold
492
– – ﹤0.01% 711
2020
Q2 		$13K Buy
492
+401
+441% +$11.1K ﹤0.01% 665
2020
Q1 		$2K Sell
91
-175
-66% -$6.19K ﹤0.01% 1102
2019
Q4 		$10K Hold
266
– – ﹤0.01% 731
2019
Q3 		$10K Sell
266
-61
-19% -$2.27K ﹤0.01% 701
2019
Q2 		$11K Buy
327
+76
+30% +$2.94K ﹤0.01% 683
2019
Q1 		$9K Buy
251
+55
+28% +$2.06K ﹤0.01% 678
2018
Q4 		$5K Buy
+196
New +$7.65K ﹤0.01% 671

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Berman Capital Advisors's BHF Position: Q3 2021 in Review

Berman Capital Advisors increased its Brighthouse Financial (BHF) stake by 41% in Q3 2021, buying an estimated $9.69K and bringing the position to 741 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #838.

Berman Capital Advisors first reported a position in BHF in Q4 2018 and has held it in 12 quarters since. 411 funds tracked by Wall St. Rank hold BHF as of Q3 2021.

  • Berman Capital Advisors held 741 shares of Brighthouse Financial worth $32K as of Q3 2021.
  • Berman Capital Advisors bought 215 Brighthouse Financial shares in Q3 2021, an estimated $9.69K.
  • Brighthouse Financial made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #838 holding.
  • Berman Capital Advisors first reported a position in Brighthouse Financial in Q4 2018 and has held it in 12 quarters since.
  • 411 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.