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Evolution Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

Evolution Wealth 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
2020
Q1 		– Sell
-51
Closed -$2K – 345
2019
Q4 		$2K Buy
+51
New +$2.01K ﹤0.01% 553

Other funds holding BHF

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Dodge & Cox
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Evolution Wealth Advisors's BHF Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Brighthouse Financial (BHF) in Q1 2020, closing a stake of 51 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in BHF in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 402 funds tracked by Wall St. Rank hold BHF as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Brighthouse Financial position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 51 Brighthouse Financial shares in Q1 2020, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in Brighthouse Financial in Q4 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's Brighthouse Financial position peaked at $2K in Q4 2019.
  • 402 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.