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Heritage Trust’s Brighthouse Financial BHF Stock Holding History

Heritage 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
Q1 		– Sell
-58
Closed -$2K – 201
2018
Q4 		$2K Hold
58
– – ﹤0.01% 395
2018
Q3 		$2K Buy
58
+12
+26% +$505 ﹤0.01% 399
2018
Q2 		$2K Hold
46
– – ﹤0.01% 373
2018
Q1 		$2K Sell
46
-3
-6% -$173 ﹤0.01% 350
2017
Q4 		$3K Sell
49
-3,269
-99% -$193K ﹤0.01% 343
2017
Q3 		$201K Buy
+3,318
New +$189K 0.07% 112

Other funds holding BHF

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Heritage Trust's BHF Position: Q1 2019 in Review

Heritage Trust sold out of Brighthouse Financial (BHF) in Q1 2019, closing a stake of 58 shares — an estimated $2K sold.

Heritage Trust first reported a position in BHF in Q3 2017 and held it in 6 quarters. The position peaked at $201K in Q3 2017. 509 funds tracked by Wall St. Rank hold BHF as of Q1 2019.

  • Heritage Trust reported no remaining Brighthouse Financial position as of Q1 2019 after selling out during the quarter.
  • Heritage Trust sold 58 Brighthouse Financial shares in Q1 2019, an estimated $2K.
  • Heritage Trust first reported a position in Brighthouse Financial in Q3 2017 and held it in 6 quarters.
  • Heritage Trust's Brighthouse Financial position peaked at $201K in Q3 2017.
  • 509 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2019.

Based on Heritage Trust's 13F filing for Q1 2019, filed 15 May 2019.