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Omnia Family Wealth’s Brighthouse Financial BHF Stock Holding History

Omnia 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
2019
Q2 		– Sell
-5
Closed – – 145
2019
Q1 		$0 Hold
5
– – ﹤0.01% 587
2018
Q4 		$0 Hold
5
– – ﹤0.01% 565
2018
Q3 		$0 Hold
5
– – ﹤0.01% 577
2018
Q2 		$0 Sell
5
-5
-50% -$241 ﹤0.01% 572
2018
Q1 		$1K Sell
10
-31
-76% -$1.79K ﹤0.01% 530
2017
Q4 		$2K Buy
41
+7
+21% +$414 ﹤0.01% 416
2017
Q3 		$2K Buy
+34
New +$1.94K ﹤0.01% 435

Other funds holding BHF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Omnia Family Wealth's BHF Position: Q2 2019 in Review

Omnia Family Wealth sold out of Brighthouse Financial (BHF) in Q2 2019, closing a stake of 5 shares.

Omnia Family Wealth first reported a position in BHF in Q3 2017 and held it in 7 quarters. The position peaked at $2K in Q4 2017. 455 funds tracked by Wall St. Rank hold BHF as of Q2 2019.

  • Omnia Family Wealth reported no remaining Brighthouse Financial position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 5 Brighthouse Financial shares in Q2 2019.
  • Omnia Family Wealth first reported a position in Brighthouse Financial in Q3 2017 and held it in 7 quarters.
  • Omnia Family Wealth's Brighthouse Financial position peaked at $2K in Q4 2017.
  • 455 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.