New Jersey Better Educational Savings Trust’s Brighthouse Financial BHF Stock Holding History

New Jersey Better Educational Savings Trust’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
2019 Q4	–	Sell	-5,000	Closed	-$202K	–	115
2019 Q3	$202K	Buy	+5,000	New	+$186K	0.28%	133
2018 Q4	–	Sell	-10,000	Closed	-$442K	–	176
2018 Q3	$442K	Sell	10,000 -1,000	-9%	-$42.1K	0.45%	75
2018 Q2	$441K	Buy	11,000 +1,000	+10%	+$48.1K	0.48%	69
2018 Q1	$514K	Hold	10,000	–	–	0.57%	56
2017 Q4	$586K	Hold	10,000	–	–	0.59%	49
2017 Q3	$608K	Buy	+10,000	New	+$570K	0.51%	58

Other funds holding BHF

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

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

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

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

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

New Jersey Better Educational Savings Trust's BHF Position: Q4 2019 in Review

New Jersey Better Educational Savings Trust sold out of Brighthouse Financial (BHF) in Q4 2019, closing a stake of 5,000 shares — an estimated $202K sold.

New Jersey Better Educational Savings Trust first reported a position in BHF in Q3 2017 and held it in 6 quarters. The position peaked at $608K in Q3 2017. 462 funds tracked by Wall St. Rank hold BHF as of Q4 2019.

New Jersey Better Educational Savings Trust reported no remaining Brighthouse Financial position as of Q4 2019 after selling out during the quarter.
New Jersey Better Educational Savings Trust sold 5,000 Brighthouse Financial shares in Q4 2019, an estimated $202K.
New Jersey Better Educational Savings Trust first reported a position in Brighthouse Financial in Q3 2017 and held it in 6 quarters.
New Jersey Better Educational Savings Trust's Brighthouse Financial position peaked at $608K in Q3 2017.
462 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2019.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q4 2019, filed 31 Jan 2020.