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Pekin Hardy Strauss’s Brighthouse Financial BHF Stock Holding History

Pekin Hardy Strauss’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
-27,927
Closed -$752K – 278
2020
Q3 		$752K Sell
27,927
-1,000
-3% -$29K 0.15% 130
2020
Q2 		$805K Sell
28,927
-11,864
-29% -$327K 0.18% 108
2020
Q1 		$986K Sell
40,791
-13,230
-24% -$468K 0.22% 92
2019
Q4 		$2.12M Sell
54,021
-10,879
-17% -$428K 0.35% 67
2019
Q3 		$2.63M Sell
64,900
-4,250
-6% -$158K 0.51% 51
2019
Q2 		$2.54M Sell
69,150
-4,040
-6% -$156K 0.5% 49
2019
Q1 		$2.66M Buy
73,190
+19,625
+37% +$735K 0.21% 50
2018
Q4 		$1.63M Sell
53,565
-49,838
-48% -$1.94M 0.28% 68
2018
Q3 		$4.58M Sell
103,403
-49,293
-32% -$2.08M 0.79% 33
2018
Q2 		$6.12M Sell
152,696
-35,185
-19% -$1.69M 1.16% 25
2018
Q1 		$9.66M Sell
187,881
-68,474
-27% -$3.95M 1.76% 15
2017
Q4 		$15M Buy
+256,355
New +$15.2M 2.74% 8

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

Pekin Hardy Strauss's BHF Position: Q4 2020 in Review

Pekin Hardy Strauss sold out of Brighthouse Financial (BHF) in Q4 2020, closing a stake of 27,927 shares — an estimated $752K sold.

Pekin Hardy Strauss first reported a position in BHF in Q4 2017 and held it in 12 quarters. The position peaked at $15M in Q4 2017. 415 funds tracked by Wall St. Rank hold BHF as of Q4 2020.

  • Pekin Hardy Strauss reported no remaining Brighthouse Financial position as of Q4 2020 after selling out during the quarter.
  • Pekin Hardy Strauss sold 27,927 Brighthouse Financial shares in Q4 2020, an estimated $752K.
  • Pekin Hardy Strauss first reported a position in Brighthouse Financial in Q4 2017 and held it in 12 quarters.
  • Pekin Hardy Strauss's Brighthouse Financial position peaked at $15M in Q4 2017.
  • 415 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2020.

Based on Pekin Hardy Strauss's 13F filing for Q4 2020, filed 11 Feb 2021.