Icon Wealth Partners’s Brighthouse Financial BHF Stock Holding History

Icon Wealth 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
2019 Q2	–	Sell	-27	Closed	-$1K	–	230
2019 Q1	$1K	Buy	+27	New	+$1.01K	﹤0.01%	854
2018 Q3	–	Sell	-133	Closed	-$5K	–	322
2018 Q2	$5K	Buy	+133	New	+$6.4K	﹤0.01%	753
2018 Q1	–	Sell	-263	Closed	-$15K	–	311
2017 Q4	$15K	Buy	+263	New	+$15.6K	0.01%	649

Other funds holding BHF

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Icon Wealth Partners's BHF Position: Q2 2019 in Review

Icon Wealth Partners sold out of Brighthouse Financial (BHF) in Q2 2019, closing a stake of 27 shares — an estimated $1K sold.

Icon Wealth Partners first reported a position in BHF in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q4 2017. 455 funds tracked by Wall St. Rank hold BHF as of Q2 2019.

Icon Wealth Partners reported no remaining Brighthouse Financial position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 27 Brighthouse Financial shares in Q2 2019, an estimated $1K.
Icon Wealth Partners first reported a position in Brighthouse Financial in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Brighthouse Financial position peaked at $15K in Q4 2017.
455 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.