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Greenleaf Trust’s Brighthouse Financial BHF Stock Holding History

Greenleaf Trust’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
Q4 		– Sell
-16,270
Closed -$658K – 554
2019
Q3 		$658K Buy
16,270
+10,237
+170% +$381K 0.01% 230
2019
Q2 		$221K Buy
+6,033
New +$233K ﹤0.01% 482
2018
Q1 		– Sell
-172
Closed -$10K – 550
2017
Q4 		$10K Buy
172
+25
+17% +$1.48K ﹤0.01% 654
2017
Q3 		$9K Buy
+147
New +$8.38K ﹤0.01% 662

Other funds holding BHF

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Greenleaf Trust's BHF Position: Q4 2019 in Review

Greenleaf Trust sold out of Brighthouse Financial (BHF) in Q4 2019, closing a stake of 16,270 shares — an estimated $658K sold.

Greenleaf Trust first reported a position in BHF in Q3 2017 and held it in 4 quarters. The position peaked at $658K in Q3 2019. 462 funds tracked by Wall St. Rank hold BHF as of Q4 2019.

  • Greenleaf Trust reported no remaining Brighthouse Financial position as of Q4 2019 after selling out during the quarter.
  • Greenleaf Trust sold 16,270 Brighthouse Financial shares in Q4 2019, an estimated $658K.
  • Greenleaf Trust first reported a position in Brighthouse Financial in Q3 2017 and held it in 4 quarters.
  • Greenleaf Trust's Brighthouse Financial position peaked at $658K in Q3 2019.
  • 462 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2019.

Based on Greenleaf Trust's 13F filing for Q4 2019, filed 11 Feb 2020.