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Partners Capital Investment Group’s Brighthouse Financial BHF Stock Holding History

Partners Capital Investment Group’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
Q4 		– Sell
-5,680
Closed -$153K – 118
2020
Q3 		$153K Sell
5,680
-23,247
-80% -$675K 0.01% 111
2020
Q2 		$805K Sell
28,927
-281,847
-91% -$7.77M 0.04% 100
2020
Q1 		$7.51M Buy
310,774
+86,852
+39% +$3.07M 0.51% 47
2019
Q4 		$8.78M Buy
223,922
+5,545
+3% +$218K 0.67% 43
2019
Q3 		$8.84M Buy
218,377
+59,856
+38% +$2.23M 0.77% 40
2019
Q2 		$5.82M Buy
158,521
+14,242
+10% +$550K 0.58% 53
2019
Q1 		$5.24M Buy
144,279
+16,609
+13% +$622K 0.52% 48
2018
Q4 		$3.89M Buy
127,670
+68,646
+116% +$2.68M 0.46% 53
2018
Q3 		$2.61M Buy
59,024
+7,766
+15% +$327K 0.28% 56
2018
Q2 		$2.05M Buy
51,258
+9,524
+23% +$458K 0.26% 52
2018
Q1 		$2.15M Buy
+41,734
New +$2.41M 0.28% 53

Other funds holding BHF

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Partners Capital Investment Group's BHF Position: Q4 2020 in Review

Partners Capital Investment Group sold out of Brighthouse Financial (BHF) in Q4 2020, closing a stake of 5,680 shares — an estimated $153K sold.

Partners Capital Investment Group first reported a position in BHF in Q1 2018 and held it in 11 quarters. The position peaked at $8.84M in Q3 2019. 415 funds tracked by Wall St. Rank hold BHF as of Q4 2020.

  • Partners Capital Investment Group reported no remaining Brighthouse Financial position as of Q4 2020 after selling out during the quarter.
  • Partners Capital Investment Group sold 5,680 Brighthouse Financial shares in Q4 2020, an estimated $153K.
  • Partners Capital Investment Group first reported a position in Brighthouse Financial in Q1 2018 and held it in 11 quarters.
  • Partners Capital Investment Group's Brighthouse Financial position peaked at $8.84M in Q3 2019.
  • 415 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2020.

Based on Partners Capital Investment Group's 13F filing for Q4 2020, filed 16 Feb 2021.