OI
BHF icon

Oakbrook Investments’s Brighthouse Financial BHF Stock Holding History

Oakbrook Investments’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
2020
Q1 		– Sell
-6,054
Closed -$237K – 135
2019
Q4 		$237K Sell
6,054
-200
-3% -$7.87K 0.05% 524
2019
Q3 		$253K Sell
6,254
-100
-2% -$3.72K 0.02% 527
2019
Q2 		$233K Sell
6,354
-2,945
-32% -$114K 0.01% 547
2019
Q1 		$337K Buy
+9,299
New +$348K 0.02% 473
2018
Q4 		– Sell
-6,644
Closed -$294K – 579
2018
Q3 		$294K Buy
+6,644
New +$280K 0.02% 548
2018
Q2 		– Sell
-3,917
Closed -$201K – 557
2018
Q1 		$201K Buy
3,917
+250
+7% +$14.4K 0.01% 553
2017
Q4 		$215K Sell
3,667
-400
-10% -$23.7K 0.01% 529
2017
Q3 		$247K Buy
+4,067
New +$232K 0.02% 500

Other funds holding BHF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Oakbrook Investments's BHF Position: Q1 2020 in Review

Oakbrook Investments sold out of Brighthouse Financial (BHF) in Q1 2020, closing a stake of 6,054 shares — an estimated $237K sold.

Oakbrook Investments first reported a position in BHF in Q3 2017 and held it in 8 quarters. The position peaked at $337K in Q1 2019. 402 funds tracked by Wall St. Rank hold BHF as of Q1 2020.

  • Oakbrook Investments reported no remaining Brighthouse Financial position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 6,054 Brighthouse Financial shares in Q1 2020, an estimated $237K.
  • Oakbrook Investments first reported a position in Brighthouse Financial in Q3 2017 and held it in 8 quarters.
  • Oakbrook Investments's Brighthouse Financial position peaked at $337K in Q1 2019.
  • 402 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.