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Princeton Portfolio Strategies Group’s Brighthouse Financial BHF Stock Holding History

Princeton Portfolio Strategies Group’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
Q4 		– Sell
-18,955
Closed -$839K – 145
2018
Q3 		$839K Buy
18,955
+4,943
+35% +$208K 0.22% 94
2018
Q2 		$561K Sell
14,012
-2,550
-15% -$123K 0.16% 111
2018
Q1 		$851K Buy
16,562
+77
+0.5% +$4.45K 0.24% 95
2017
Q4 		$967K Sell
16,485
-320
-2% -$18.9K 0.26% 94
2017
Q3 		$1.02M Buy
+16,805
New +$959K 0.28% 92

Other funds holding BHF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Princeton Portfolio Strategies Group's BHF Position: Q4 2018 in Review

Princeton Portfolio Strategies Group sold out of Brighthouse Financial (BHF) in Q4 2018, closing a stake of 18,955 shares — an estimated $839K sold.

Princeton Portfolio Strategies Group first reported a position in BHF in Q3 2017 and held it in 5 quarters. The position peaked at $1.02M in Q3 2017. 492 funds tracked by Wall St. Rank hold BHF as of Q4 2018.

  • Princeton Portfolio Strategies Group reported no remaining Brighthouse Financial position as of Q4 2018 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 18,955 Brighthouse Financial shares in Q4 2018, an estimated $839K.
  • Princeton Portfolio Strategies Group first reported a position in Brighthouse Financial in Q3 2017 and held it in 5 quarters.
  • Princeton Portfolio Strategies Group's Brighthouse Financial position peaked at $1.02M in Q3 2017.
  • 492 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2018.

Based on Princeton Portfolio Strategies Group's 13F filing for Q4 2018, filed 13 Feb 2019.