Lenox Wealth Management’s Brighthouse Financial BHF Stock Holding History

Lenox Wealth Management’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 Q2	$0	Hold	6	–	–	﹤0.01%	746
2020 Q1	$0	Hold	6	–	–	﹤0.01%	702
2019 Q4	$0	Buy	6 +1	+20%	+$39	﹤0.01%	707
2019 Q3	$0	Hold	5	–	–	﹤0.01%	699
2019 Q2	$0	Sell	5 -19	-79%	-$734	﹤0.01%	680
2019 Q1	$1K	Hold	24	–	–	﹤0.01%	649
2018 Q4	$1K	Buy	24 +3	+14%	+$117	﹤0.01%	602
2018 Q3	$1K	Hold	21	–	–	﹤0.01%	611
2018 Q2	$1K	Hold	21	–	–	﹤0.01%	535
2018 Q1	$1K	Hold	21	–	–	﹤0.01%	456
2017 Q4	$1K	Hold	21	–	–	﹤0.01%	463
2017 Q3	$1K	Buy	+21	New	+$1.2K	﹤0.01%	471

Other funds holding BHF

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

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

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lenox Wealth Management's BHF Position: Q2 2020 in Review

Lenox Wealth Management held its Brighthouse Financial (BHF) position steady in Q2 2020 at 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Lenox Wealth Management first reported a position in BHF in Q3 2017 and has held it in 12 quarters since. The position peaked at $1K in Q1 2019. 405 funds tracked by Wall St. Rank hold BHF as of Q2 2020.

Lenox Wealth Management held 6 shares of Brighthouse Financial worth $0 as of Q2 2020.
Lenox Wealth Management left its Brighthouse Financial share count unchanged in Q2 2020.
Brighthouse Financial made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #746 holding.
Lenox Wealth Management first reported a position in Brighthouse Financial in Q3 2017 and has held it in 12 quarters since.
Lenox Wealth Management's Brighthouse Financial position peaked at $1K in Q1 2019.
405 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.