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Holistic Financial Partners’s Brighthouse Financial BHF Stock Holding History

Holistic Financial Partners’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
Q1 		– Sell
-76
Closed -$4K – 451
2017
Q4 		$4K Buy
+76
New +$4.5K ﹤0.01% 387

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State Street
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Diamond Hill Capital Management
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Norges Bank
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Holistic Financial Partners's BHF Position: Q1 2018 in Review

Holistic Financial Partners sold out of Brighthouse Financial (BHF) in Q1 2018, closing a stake of 76 shares — an estimated $4K sold.

Holistic Financial Partners first reported a position in BHF in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 533 funds tracked by Wall St. Rank hold BHF as of Q1 2018.

  • Holistic Financial Partners reported no remaining Brighthouse Financial position as of Q1 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 76 Brighthouse Financial shares in Q1 2018, an estimated $4K.
  • Holistic Financial Partners first reported a position in Brighthouse Financial in Q4 2017 and held it in 1 quarter.
  • Holistic Financial Partners's Brighthouse Financial position peaked at $4K in Q4 2017.
  • 533 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2018.

Based on Holistic Financial Partners's 13F filing for Q1 2018, filed 14 May 2018.