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Lenox Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

Lenox Wealth 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
2020
Q3 		– Sell
-37
Closed -$1K – 574
2020
Q2 		$1K Buy
+37
New +$1.02K ﹤0.01% 546
2018
Q3 		– Sell
-20
Closed -$1K – 419
2018
Q2 		$1K Sell
20
-30
-60% -$1.44K ﹤0.01% 500
2018
Q1 		$3K Buy
50
+43
+614% +$2.48K ﹤0.01% 442
2017
Q4 		$0 Buy
+7
New +$414 ﹤0.01% 390

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lenox Wealth Advisors's BHF Position: Q3 2020 in Review

Lenox Wealth Advisors sold out of Brighthouse Financial (BHF) in Q3 2020, closing a stake of 37 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in BHF in Q4 2017 and held it in 4 quarters. The position peaked at $3K in Q1 2018. 376 funds tracked by Wall St. Rank hold BHF as of Q3 2020.

  • Lenox Wealth Advisors reported no remaining Brighthouse Financial position as of Q3 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 37 Brighthouse Financial shares in Q3 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Brighthouse Financial in Q4 2017 and held it in 4 quarters.
  • Lenox Wealth Advisors's Brighthouse Financial position peaked at $3K in Q1 2018.
  • 376 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2020.

Based on Lenox Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.