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JOYN Advisors’s Brighthouse Financial BHF Stock Holding History

JOYN Advisors’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
-490
Closed -$15K – 260
2018
Q4 		$15K Sell
490
-578
-54% -$22.6K ﹤0.01% 784
2018
Q3 		$47K Buy
1,068
+365
+52% +$15.4K 0.01% 407
2018
Q2 		$28K Buy
703
+693
+6,930% +$33.3K 0.01% 568
2018
Q1 		$1K Buy
+10
New +$578 ﹤0.01% 1150

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

JOYN Advisors's BHF Position: Q1 2019 in Review

JOYN Advisors sold out of Brighthouse Financial (BHF) in Q1 2019, closing a stake of 490 shares — an estimated $15K sold.

JOYN Advisors first reported a position in BHF in Q1 2018 and held it in 4 quarters. The position peaked at $47K in Q3 2018. 509 funds tracked by Wall St. Rank hold BHF as of Q1 2019.

  • JOYN Advisors reported no remaining Brighthouse Financial position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 490 Brighthouse Financial shares in Q1 2019, an estimated $15K.
  • JOYN Advisors first reported a position in Brighthouse Financial in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Brighthouse Financial position peaked at $47K in Q3 2018.
  • 509 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.