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Poehling Capital Management’s Brighthouse Financial BHF Stock Holding History

Poehling Capital 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
Q3 		– Sell
-1,111
Closed -$45K – 120
2018
Q2 		$45K Sell
1,111
-499
-31% -$24K 0.04% 159
2018
Q1 		$83K Sell
1,610
-75
-4% -$4.33K 0.07% 120
2017
Q4 		$99K Buy
+1,685
New +$99.7K 0.08% 114

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Poehling Capital Management's BHF Position: Q3 2018 in Review

Poehling Capital Management sold out of Brighthouse Financial (BHF) in Q3 2018, closing a stake of 1,111 shares — an estimated $45K sold.

Poehling Capital Management first reported a position in BHF in Q4 2017 and held it in 3 quarters. The position peaked at $99K in Q4 2017. 498 funds tracked by Wall St. Rank hold BHF as of Q3 2018.

  • Poehling Capital Management reported no remaining Brighthouse Financial position as of Q3 2018 after selling out during the quarter.
  • Poehling Capital Management sold 1,111 Brighthouse Financial shares in Q3 2018, an estimated $45K.
  • Poehling Capital Management first reported a position in Brighthouse Financial in Q4 2017 and held it in 3 quarters.
  • Poehling Capital Management's Brighthouse Financial position peaked at $99K in Q4 2017.
  • 498 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.