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CSat Investment Advisory’s Brighthouse Financial BHF Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-347
Closed -$9K – 570
2020
Q3 		$9K Buy
347
+43
+14% +$1.25K ﹤0.01% 1052
2020
Q2 		$8K Buy
304
+36
+13% +$992 ﹤0.01% 1066
2020
Q1 		$6K Buy
268
+51
+24% +$1.8K ﹤0.01% 999
2019
Q4 		$9K Buy
217
+26
+14% +$1.02K ﹤0.01% 999
2019
Q3 		$8K Buy
191
+26
+16% +$968 ﹤0.01% 977
2019
Q2 		$6K Sell
165
-1,569
-90% -$60.6K ﹤0.01% 1013
2019
Q1 		$63K Sell
1,734
-330
-16% -$12.4K 0.03% 149
2018
Q4 		$63K Buy
2,064
+986
+91% +$38.5K 0.04% 148
2018
Q3 		$48K Buy
1,078
+252
+31% +$10.6K 0.03% 150
2018
Q2 		$33K Buy
+826
New +$39.7K 0.02% 168

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

CSat Investment Advisory's BHF Position: Q4 2020 in Review

CSat Investment Advisory sold out of Brighthouse Financial (BHF) in Q4 2020, closing a stake of 347 shares — an estimated $9K sold.

CSat Investment Advisory first reported a position in BHF in Q2 2018 and held it in 10 quarters. The position peaked at $63K in Q1 2019. 415 funds tracked by Wall St. Rank hold BHF as of Q4 2020.

  • CSat Investment Advisory reported no remaining Brighthouse Financial position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 347 Brighthouse Financial shares in Q4 2020, an estimated $9K.
  • CSat Investment Advisory first reported a position in Brighthouse Financial in Q2 2018 and held it in 10 quarters.
  • CSat Investment Advisory's Brighthouse Financial position peaked at $63K in Q1 2019.
  • 415 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.