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Global Wealth Management Investment Advisory’s Brighthouse Financial BHF Stock Holding History

Global Wealth Management Investment Advisory’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
-31
Closed -$1K – 459
2020
Q2 		$1K Hold
31
– – ﹤0.01% 547
2020
Q1 		$1K Hold
31
– – ﹤0.01% 536
2019
Q4 		$1K Hold
31
– – ﹤0.01% 541
2019
Q3 		$1K Hold
31
– – ﹤0.01% 556
2019
Q2 		$1K Hold
31
– – ﹤0.01% 615
2019
Q1 		$1K Hold
31
– – ﹤0.01% 595
2018
Q4 		$1K Buy
+31
New +$1.21K ﹤0.01% 623

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

Global Wealth Management Investment Advisory's BHF Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Brighthouse Financial (BHF) in Q3 2020, closing a stake of 31 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in BHF in Q4 2018 and held it in 7 quarters. The position peaked at $1K in Q2 2020. 376 funds tracked by Wall St. Rank hold BHF as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Brighthouse Financial position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 31 Brighthouse Financial shares in Q3 2020, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Brighthouse Financial in Q4 2018 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's Brighthouse Financial position peaked at $1K in Q2 2020.
  • 376 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.