RJT
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Raymond James Trust’s Brighthouse Financial BHF Stock Holding History

Raymond James Trust’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
-4,887
Closed -$216K – 825
2018
Q3 		$216K Buy
+4,887
New +$206K 0.01% 781
2018
Q2 		– Sell
-4,052
Closed -$208K – 861
2018
Q1 		$208K Buy
4,052
+357
+10% +$20.6K 0.01% 655
2017
Q4 		$216K Sell
3,695
-1,039
-22% -$61.5K 0.01% 668
2017
Q3 		$288K Buy
+4,734
New +$270K 0.02% 549

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

Raymond James Trust's BHF Position: Q4 2018 in Review

Raymond James Trust sold out of Brighthouse Financial (BHF) in Q4 2018, closing a stake of 4,887 shares — an estimated $216K sold.

Raymond James Trust first reported a position in BHF in Q3 2017 and held it in 4 quarters. The position peaked at $288K in Q3 2017. 492 funds tracked by Wall St. Rank hold BHF as of Q4 2018.

  • Raymond James Trust reported no remaining Brighthouse Financial position as of Q4 2018 after selling out during the quarter.
  • Raymond James Trust sold 4,887 Brighthouse Financial shares in Q4 2018, an estimated $216K.
  • Raymond James Trust first reported a position in Brighthouse Financial in Q3 2017 and held it in 4 quarters.
  • Raymond James Trust's Brighthouse Financial position peaked at $288K in Q3 2017.
  • 492 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2018.

Based on Raymond James Trust's 13F filing for Q4 2018, filed 29 Jan 2019.