Golden State Wealth Management’s Brighthouse Financial BHF Stock Holding History

Golden State 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
2020 Q2	–	Sell	-24	Closed	-$1K	–	267
2020 Q1	$1K	Buy	+24	New	+$849	﹤0.01%	900
2019 Q4	–	Sell	-24	Closed	-$1K	–	139
2019 Q3	$1K	Sell	24 -3	-11%	-$112	﹤0.01%	1009
2019 Q2	$0	Buy	27 +3	+13%	+$116	﹤0.01%	1068
2019 Q1	$1K	Buy	+24	New	+$899	﹤0.01%	1054

Other funds holding BHF

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Golden State Wealth Management's BHF Position: Q2 2020 in Review

Golden State Wealth Management sold out of Brighthouse Financial (BHF) in Q2 2020, closing a stake of 24 shares — an estimated $1K sold.

Golden State Wealth Management first reported a position in BHF in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q1 2020. 405 funds tracked by Wall St. Rank hold BHF as of Q2 2020.

Golden State Wealth Management reported no remaining Brighthouse Financial position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 24 Brighthouse Financial shares in Q2 2020, an estimated $1K.
Golden State Wealth Management first reported a position in Brighthouse Financial in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's Brighthouse Financial position peaked at $1K in Q1 2020.
405 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.