Kaizen Advisory’s Brighthouse Financial BHF Stock Holding History

Kaizen Advisory’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 Q4	$10K	Buy	314 +39	+14%	+$1.52K	0.01%	559
2018 Q3	$12K	Hold	275	–	–	0.01%	559
2018 Q2	$11K	Buy	275 +173	+170%	+$8.32K	0.01%	567
2018 Q1	$5K	Hold	102	–	–	﹤0.01%	560
2017 Q4	$6K	Buy	+102	New	+$6.04K	﹤0.01%	543

Other funds holding BHF

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

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

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

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

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

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

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

Kaizen Advisory's BHF Position: Q4 2018 in Review

Kaizen Advisory increased its Brighthouse Financial (BHF) stake by 14% in Q4 2018, buying an estimated $1.52K and bringing the position to 314 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #559.

Kaizen Advisory first reported a position in BHF in Q4 2017 and has held it in 5 quarters since. The position peaked at $12K in Q3 2018. 492 funds tracked by Wall St. Rank hold BHF as of Q4 2018.

Kaizen Advisory held 314 shares of Brighthouse Financial worth $10K as of Q4 2018.
Kaizen Advisory bought 39 Brighthouse Financial shares in Q4 2018, an estimated $1.52K.
Brighthouse Financial made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #559 holding.
Kaizen Advisory first reported a position in Brighthouse Financial in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Brighthouse Financial position peaked at $12K in Q3 2018.
492 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.