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Evercore Wealth Management’s Brighthouse Financial BHF Stock Holding History

Evercore 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
2018
Q1 		– Sell
-246
Closed -$15K – 397
2017
Q4 		$15K Sell
246
-163
-40% -$9.64K ﹤0.01% 763
2017
Q3 		$25K Buy
+409
New +$23.3K ﹤0.01% 666

Other funds holding BHF

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GC
Greenlight Capital New York $2.05B AUM 78.75% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Evercore Wealth Management's BHF Position: Q1 2018 in Review

Evercore Wealth Management sold out of Brighthouse Financial (BHF) in Q1 2018, closing a stake of 246 shares — an estimated $15K sold.

Evercore Wealth Management first reported a position in BHF in Q3 2017 and held it in 2 quarters. The position peaked at $25K in Q3 2017. 533 funds tracked by Wall St. Rank hold BHF as of Q1 2018.

  • Evercore Wealth Management reported no remaining Brighthouse Financial position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 246 Brighthouse Financial shares in Q1 2018, an estimated $15K.
  • Evercore Wealth Management first reported a position in Brighthouse Financial in Q3 2017 and held it in 2 quarters.
  • Evercore Wealth Management's Brighthouse Financial position peaked at $25K in Q3 2017.
  • 533 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.