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Legacy Financial Advisors’s Brighthouse Financial BHF Stock Holding History

Legacy Financial 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
Q2 		– Sell
-116
Closed -$4K – 210
2019
Q1 		$4K Buy
116
+6
+5% +$225 ﹤0.01% 801
2018
Q4 		$3K Sell
110
-17
-13% -$663 ﹤0.01% 798
2018
Q3 		$5K Hold
127
– – ﹤0.01% 674
2018
Q2 		$5K Sell
127
-373
-75% -$17.9K ﹤0.01% 685
2018
Q1 		$25K Buy
500
+368
+279% +$21.3K 0.01% 328
2017
Q4 		$7K Buy
+132
New +$7.81K ﹤0.01% 559

Other funds holding BHF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Franklin Resources
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

Legacy Financial Advisors's BHF Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Brighthouse Financial (BHF) in Q2 2019, closing a stake of 116 shares — an estimated $4K sold.

Legacy Financial Advisors first reported a position in BHF in Q4 2017 and held it in 6 quarters. The position peaked at $25K in Q1 2018. 455 funds tracked by Wall St. Rank hold BHF as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Brighthouse Financial position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 116 Brighthouse Financial shares in Q2 2019, an estimated $4K.
  • Legacy Financial Advisors first reported a position in Brighthouse Financial in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Brighthouse Financial position peaked at $25K in Q1 2018.
  • 455 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.