MFW
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Mosaic Family Wealth’s Brighthouse Financial BHF Stock Holding History

Mosaic Family Wealth’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
Q3 		– Sell
-13
Closed -$1K – 650
2018
Q2 		$1K Buy
13
+4
+44% +$192 ﹤0.01% 659
2018
Q1 		$0 Sell
9
-18
-67% -$1.04K ﹤0.01% 671
2017
Q4 		$2K Buy
+27
New +$1.6K ﹤0.01% 640

Other funds holding BHF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mosaic Family Wealth's BHF Position: Q3 2018 in Review

Mosaic Family Wealth sold out of Brighthouse Financial (BHF) in Q3 2018, closing a stake of 13 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in BHF in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q4 2017. 498 funds tracked by Wall St. Rank hold BHF as of Q3 2018.

  • Mosaic Family Wealth reported no remaining Brighthouse Financial position as of Q3 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 13 Brighthouse Financial shares in Q3 2018, an estimated $1K.
  • Mosaic Family Wealth first reported a position in Brighthouse Financial in Q4 2017 and held it in 3 quarters.
  • Mosaic Family Wealth's Brighthouse Financial position peaked at $2K in Q4 2017.
  • 498 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.