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Point View Wealth Management’s Brighthouse Financial BHF Stock Holding History

Point View 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
2020
Q4 		$739K Sell
20,408
-1,899
-9% -$63.8K 0.3% 110
2020
Q3 		$600K Buy
22,307
+349
+2% +$10.1K 0.28% 118
2020
Q2 		$611K Sell
21,958
-3,911
-15% -$108K 0.29% 110
2020
Q1 		$625K Buy
25,869
+796
+3% +$28.2K 0.34% 97
2019
Q4 		$984K Sell
25,073
-261
-1% -$10.3K 0.41% 83
2019
Q3 		$1.02M Buy
25,334
+19
+0.1% +$708 0.46% 71
2019
Q2 		$929K Buy
25,315
+1,116
+5% +$43.1K 0.4% 83
2019
Q1 		$878K Sell
24,199
-906
-4% -$33.9K 0.39% 89
2018
Q4 		$765K Buy
25,105
+11,079
+79% +$432K 0.39% 90
2018
Q3 		$621K Buy
14,026
+4,850
+53% +$204K 0.28% 129
2018
Q2 		$368K Buy
+9,176
New +$441K 0.17% 166
2018
Q1 		– Sell
-3,651
Closed -$214K – 259
2017
Q4 		$214K Sell
3,651
-236
-6% -$14K 0.1% 225
2017
Q3 		$237K Buy
+3,887
New +$222K 0.11% 206

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

Point View Wealth Management's BHF Position: Q4 2020 in Review

Point View Wealth Management reduced its Brighthouse Financial (BHF) stake by 8.5% in Q4 2020, selling an estimated $63.8K and leaving 20,408 shares worth $739K. The position accounts for 0.3% of the portfolio, ranked #110.

Point View Wealth Management first reported a position in BHF in Q3 2017 and has held it in 13 quarters since. The position peaked at $1.02M in Q3 2019. 415 funds tracked by Wall St. Rank hold BHF as of Q4 2020.

  • Point View Wealth Management held 20,408 shares of Brighthouse Financial worth $739K as of Q4 2020.
  • Point View Wealth Management sold 1,899 Brighthouse Financial shares in Q4 2020, an estimated $63.8K.
  • Brighthouse Financial made up 0.3% of Point View Wealth Management's portfolio in Q4 2020, its #110 holding.
  • Point View Wealth Management first reported a position in Brighthouse Financial in Q3 2017 and has held it in 13 quarters since.
  • Point View Wealth Management's Brighthouse Financial position peaked at $1.02M in Q3 2019.
  • 415 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.