Clear Perspective Advisors’s Brighthouse Financial BHF Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-239	Closed	-$10K	–	168
2018 Q2	$10K	Sell	239 -22	-8%	-$1.06K	0.01%	363
2018 Q1	$13K	Hold	261	–	–	0.01%	334
2017 Q4	$15K	Sell	261 -132	-34%	-$7.81K	0.01%	317
2017 Q3	$24K	Buy	+393	New	+$22.4K	0.02%	277

Other funds holding BHF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Clear Perspective Advisors's BHF Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Brighthouse Financial (BHF) in Q3 2018, closing a stake of 239 shares — an estimated $10K sold.

Clear Perspective Advisors first reported a position in BHF in Q3 2017 and held it in 4 quarters. The position peaked at $24K in Q3 2017. 498 funds tracked by Wall St. Rank hold BHF as of Q3 2018.

Clear Perspective Advisors reported no remaining Brighthouse Financial position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 239 Brighthouse Financial shares in Q3 2018, an estimated $10K.
Clear Perspective Advisors first reported a position in Brighthouse Financial in Q3 2017 and held it in 4 quarters.
Clear Perspective Advisors's Brighthouse Financial position peaked at $24K in Q3 2017.
498 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.