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Rockefeller Financial Services’s Brighthouse Financial BHF Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$40K Sell
677
-2,121
-76% -$125K ﹤0.01% 427
2017
Q3 		$170K Buy
+2,798
New +$160K ﹤0.01% 348

Other funds holding BHF

MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rockefeller Financial Services's BHF Position: Q4 2017 in Review

Rockefeller Financial Services reduced its Brighthouse Financial (BHF) stake by 76% in Q4 2017, selling an estimated $125K and leaving 677 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Rockefeller Financial Services first reported a position in BHF in Q3 2017 and has held it in 2 quarters since. The position peaked at $170K in Q3 2017. 573 funds tracked by Wall St. Rank hold BHF as of Q4 2017.

  • Rockefeller Financial Services held 677 shares of Brighthouse Financial worth $40K as of Q4 2017.
  • Rockefeller Financial Services sold 2,121 Brighthouse Financial shares in Q4 2017, an estimated $125K.
  • Brighthouse Financial made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #427 holding.
  • Rockefeller Financial Services first reported a position in Brighthouse Financial in Q3 2017 and has held it in 2 quarters since.
  • Rockefeller Financial Services's Brighthouse Financial position peaked at $170K in Q3 2017.
  • 573 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.