CWSR
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Chessman Wealth Strategies RIA’s Brighthouse Financial BHF Stock Holding History

Chessman Wealth Strategies RIA’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
-2
Closed – – 37
2018
Q3 		$0 Buy
+2
New +$84 ﹤0.01% 194

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

Chessman Wealth Strategies RIA's BHF Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Brighthouse Financial (BHF) in Q4 2018, closing a stake of 2 shares.

Chessman Wealth Strategies RIA first reported a position in BHF in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 492 funds tracked by Wall St. Rank hold BHF as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Brighthouse Financial position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 2 Brighthouse Financial shares in Q4 2018.
  • Chessman Wealth Strategies RIA first reported a position in Brighthouse Financial in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Brighthouse Financial position peaked at $0 in Q3 2018.
  • 492 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.