Nelson Capital Management’s Brighthouse Financial BHF Stock Holding History

Nelson Capital 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
2018 Q3	–	Sell	-13	Closed	-$1K	–	303
2018 Q2	$1K	Sell	13 -1	-7%	-$48	﹤0.01%	248
2018 Q1	$1K	Hold	14	–	–	﹤0.01%	250
2017 Q4	$1K	Buy	+14	New	+$828	﹤0.01%	311

Other funds holding BHF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Nelson Capital Management's BHF Position: Q3 2018 in Review

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

Nelson Capital Management first reported a position in BHF in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 498 funds tracked by Wall St. Rank hold BHF as of Q3 2018.

Nelson Capital Management reported no remaining Brighthouse Financial position as of Q3 2018 after selling out during the quarter.
Nelson Capital Management sold 13 Brighthouse Financial shares in Q3 2018, an estimated $1K.
Nelson Capital Management first reported a position in Brighthouse Financial in Q4 2017 and held it in 3 quarters.
Nelson Capital Management's Brighthouse Financial position peaked at $1K in Q2 2018.
498 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2018.

Based on Nelson Capital Management's 13F filing for Q3 2018, filed 9 Oct 2018.