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Personal Wealth Partners’s Brighthouse Financial BHF Stock Holding History

Personal Wealth Partners’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
-2
Closed – – 121
2019
Q4 		$0 Hold
2
– – ﹤0.01% 515
2019
Q3 		$0 Buy
+2
New +$74 ﹤0.01% 528

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

Personal Wealth Partners's BHF Position: Q1 2020 in Review

Personal Wealth Partners sold out of Brighthouse Financial (BHF) in Q1 2020, closing a stake of 2 shares.

Personal Wealth Partners first reported a position in BHF in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 402 funds tracked by Wall St. Rank hold BHF as of Q1 2020.

  • Personal Wealth Partners reported no remaining Brighthouse Financial position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 2 Brighthouse Financial shares in Q1 2020.
  • Personal Wealth Partners first reported a position in Brighthouse Financial in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Brighthouse Financial position peaked at $0 in Q4 2019.
  • 402 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.