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Fortis Advisors’s Brighthouse Financial BHF Stock Holding History

Fortis 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
2018
Q2 		– Sell
-1,797
Closed -$92K – 307
2018
Q1 		$92K Hold
1,797
– – 0.05% 140
2017
Q4 		$105K Sell
1,797
-13
-0.7% -$769 0.06% 130
2017
Q3 		$110K Buy
+1,810
New +$103K 0.08% 106

Other funds holding BHF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fortis Advisors's BHF Position: Q2 2018 in Review

Fortis Advisors sold out of Brighthouse Financial (BHF) in Q2 2018, closing a stake of 1,797 shares — an estimated $92K sold.

Fortis Advisors first reported a position in BHF in Q3 2017 and held it in 3 quarters. The position peaked at $110K in Q3 2017. 537 funds tracked by Wall St. Rank hold BHF as of Q2 2018.

  • Fortis Advisors reported no remaining Brighthouse Financial position as of Q2 2018 after selling out during the quarter.
  • Fortis Advisors sold 1,797 Brighthouse Financial shares in Q2 2018, an estimated $92K.
  • Fortis Advisors first reported a position in Brighthouse Financial in Q3 2017 and held it in 3 quarters.
  • Fortis Advisors's Brighthouse Financial position peaked at $110K in Q3 2017.
  • 537 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2018.

Based on Fortis Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.