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McKinley Carter Wealth Services’s Brighthouse Financial BHF Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-17
Closed -$1K – 182
2018
Q1 		$1K Buy
+17
New +$982 ﹤0.01% 433

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GC
Greenlight Capital New York $2.05B AUM 78.75% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

McKinley Carter Wealth Services's BHF Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Brighthouse Financial (BHF) in Q2 2018, closing a stake of 17 shares — an estimated $1K sold.

McKinley Carter Wealth Services first reported a position in BHF in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 537 funds tracked by Wall St. Rank hold BHF as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Brighthouse Financial position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 17 Brighthouse Financial shares in Q2 2018, an estimated $1K.
  • McKinley Carter Wealth Services first reported a position in Brighthouse Financial in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Brighthouse Financial position peaked at $1K in Q1 2018.
  • 537 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.