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Executive Wealth Management’s Brighthouse Financial BHF Stock Holding History

Executive 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
2019
Q3 		– Sell
-33
Closed -$1K – 195
2019
Q2 		$1K Hold
33
– – ﹤0.01% 834
2019
Q1 		$1K Buy
33
+16
+94% +$599 ﹤0.01% 771
2018
Q4 		$1K Buy
+17
New +$663 ﹤0.01% 804

Other funds holding BHF

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Executive Wealth Management's BHF Position: Q3 2019 in Review

Executive Wealth Management sold out of Brighthouse Financial (BHF) in Q3 2019, closing a stake of 33 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in BHF in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 437 funds tracked by Wall St. Rank hold BHF as of Q3 2019.

  • Executive Wealth Management reported no remaining Brighthouse Financial position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 33 Brighthouse Financial shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in Brighthouse Financial in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Brighthouse Financial position peaked at $1K in Q2 2019.
  • 437 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.