Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MWM
Mascoma Wealth Management’s
Brighthouse Financial
BHF
Stock Holding History
Mascoma Wealth Management’s Portfolio
BHF Stock Details
BHF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-15
Closed
-$769
–
598
2022
Q4
$769
Buy
+15
New
+$784
﹤0.01%
592
2018
Q4
–
Sell
-22
Closed
-$1K
–
373
2018
Q3
$1K
Hold
22
–
–
﹤0.01%
377
2018
Q2
$1K
Hold
22
–
–
﹤0.01%
379
2018
Q1
$1K
Hold
22
–
–
﹤0.01%
360
2017
Q4
$1K
Buy
+22
New
+$1.3K
﹤0.01%
360
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
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
GC
Greenlight Capital
New York
$2.05B AUM
78.75%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
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
Jacobs Levy Equity Management
Florham Park, New Jersey
$23.8B AUM
25.4%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close