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EPG Wealth Management’s Brighthouse Financial BHF Stock Holding History

EPG Wealth Management’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
Q2 		– Sell
-53
Closed -$1K – 193
2020
Q1 		$1K Buy
53
+33
+165% +$1.17K ﹤0.01% 720
2019
Q4 		$1K Buy
+20
New +$787 ﹤0.01% 628

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
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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EPG Wealth Management's BHF Position: Q2 2020 in Review

EPG Wealth Management sold out of Brighthouse Financial (BHF) in Q2 2020, closing a stake of 53 shares — an estimated $1K sold.

EPG Wealth Management first reported a position in BHF in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 405 funds tracked by Wall St. Rank hold BHF as of Q2 2020.

  • EPG Wealth Management reported no remaining Brighthouse Financial position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 53 Brighthouse Financial shares in Q2 2020, an estimated $1K.
  • EPG Wealth Management first reported a position in Brighthouse Financial in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Brighthouse Financial position peaked at $1K in Q1 2020.
  • 405 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.