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Evoke Wealth’s Brighthouse Financial BHF Stock Holding History

Evoke Wealth’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
Q3 		– Sell
-81
Closed -$2K – 1026
2020
Q2 		$2K Hold
81
– – ﹤0.01% 843
2020
Q1 		$1.96K Sell
81
-400
-83% -$14.2K ﹤0.01% 801
2019
Q4 		$18.9K Hold
481
– – ﹤0.01% 599
2019
Q3 		$19.5K Buy
+481
New +$17.9K ﹤0.01% 669

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

Evoke Wealth's BHF Position: Q3 2020 in Review

Evoke Wealth sold out of Brighthouse Financial (BHF) in Q3 2020, closing a stake of 81 shares — an estimated $2K sold.

Evoke Wealth first reported a position in BHF in Q3 2019 and held it in 4 quarters. The position peaked at $19.5K in Q3 2019. 376 funds tracked by Wall St. Rank hold BHF as of Q3 2020.

  • Evoke Wealth reported no remaining Brighthouse Financial position as of Q3 2020 after selling out during the quarter.
  • Evoke Wealth sold 81 Brighthouse Financial shares in Q3 2020, an estimated $2K.
  • Evoke Wealth first reported a position in Brighthouse Financial in Q3 2019 and held it in 4 quarters.
  • Evoke Wealth's Brighthouse Financial position peaked at $19.5K in Q3 2019.
  • 376 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.