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Perigon Wealth Management’s Brighthouse Financial BHF Stock Holding History

Perigon Wealth Management’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
2018
Q2 		– Sell
-107
Closed -$5K – 277
2018
Q1 		$5K Sell
107
-40
-27% -$2.31K ﹤0.01% 552
2017
Q4 		$9K Buy
147
+13
+10% +$769 ﹤0.01% 494
2017
Q3 		$8K Buy
+134
New +$7.64K ﹤0.01% 524

Other funds holding BHF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Perigon Wealth Management's BHF Position: Q2 2018 in Review

Perigon Wealth Management sold out of Brighthouse Financial (BHF) in Q2 2018, closing a stake of 107 shares — an estimated $5K sold.

Perigon Wealth Management first reported a position in BHF in Q3 2017 and held it in 3 quarters. The position peaked at $9K in Q4 2017. 537 funds tracked by Wall St. Rank hold BHF as of Q2 2018.

  • Perigon Wealth Management reported no remaining Brighthouse Financial position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 107 Brighthouse Financial shares in Q2 2018, an estimated $5K.
  • Perigon Wealth Management first reported a position in Brighthouse Financial in Q3 2017 and held it in 3 quarters.
  • Perigon Wealth Management's Brighthouse Financial position peaked at $9K in Q4 2017.
  • 537 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.