Capstone Investment Advisors
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Capstone Investment Advisors’s Brighthouse Financial BHF Stock Holding History

Capstone 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
2020
Q1 		– Sell
-12,900
Closed -$506K – 1152
2019
Q4 		$506K Sell
12,900
-3,100
-19% -$122K ﹤0.01% 1143
2019
Q3 		$648K Sell
16,000
-9,700
-38% -$361K ﹤0.01% 1029
2019
Q2 		$943K Sell
25,700
-300
-1% -$11.6K 0.01% 964
2019
Q1 		$944K Buy
26,000
+11,100
+74% +$416K 0.01% 830
2018
Q4 		$454K Buy
14,900
+8,600
+137% +$336K 0.01% 836
2018
Q3 		$279K Buy
+6,300
New +$265K ﹤0.01% 937

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Capstone Investment Advisors's BHF Position: Q3 2024 in Review

Capstone Investment Advisors sold out of Brighthouse Financial (BHF) in Q3 2024, closing a stake of 8,039 shares — an estimated $348K sold.

Capstone Investment Advisors first reported a position in BHF in Q4 2018 and held it in 6 quarters. The position peaked at $370K in Q2 2019. 416 funds tracked by Wall St. Rank hold BHF as of Q3 2024.

  • Capstone Investment Advisors reported no remaining Brighthouse Financial position as of Q3 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 8,039 Brighthouse Financial shares in Q3 2024, an estimated $348K.
  • Capstone Investment Advisors first reported a position in Brighthouse Financial in Q4 2018 and held it in 6 quarters.
  • Capstone Investment Advisors's Brighthouse Financial position peaked at $370K in Q2 2019.
  • 416 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2024.

Based on Capstone Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.