Sonora Investment Management’s Brighthouse Financial BHF Stock Holding History

Sonora Investment 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
2021 Q1	–	Sell	-9	Closed	–	–	1736
2020 Q4	$0	Hold	9	–	–	﹤0.01%	1690
2020 Q3	$0	Hold	9	–	–	﹤0.01%	1777
2020 Q2	$0	Hold	9	–	–	﹤0.01%	1778
2020 Q1	$0	Sell	9 -6	-40%	-$212	﹤0.01%	1675
2019 Q4	$1K	Sell	15 -2	-12%	-$79	﹤0.01%	1624
2019 Q3	$1K	Buy	17 +6	+55%	+$223	﹤0.01%	1618
2019 Q2	$0	Hold	11	–	–	﹤0.01%	1668
2019 Q1	$0	Sell	11 -9	-45%	-$337	﹤0.01%	1488
2018 Q4	$1K	Buy	20 +11	+122%	+$429	﹤0.01%	1190
2018 Q3	$0	Hold	9	–	–	﹤0.01%	1214
2018 Q2	$0	Hold	9	–	–	﹤0.01%	1175
2018 Q1	$463	Hold	9	–	–	﹤0.01%	1148
2017 Q4	$528	Sell	9 -6	-40%	-$355	﹤0.01%	1159
2017 Q3	$912	Buy	+15	New	+$856	﹤0.01%	1077

Other funds holding BHF

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sonora Investment Management's BHF Position: Q1 2021 in Review

Sonora Investment Management sold out of Brighthouse Financial (BHF) in Q1 2021, closing a stake of 9 shares.

Sonora Investment Management first reported a position in BHF in Q3 2017 and held it in 14 quarters. The position peaked at $1K in Q4 2019. 419 funds tracked by Wall St. Rank hold BHF as of Q1 2021.

Sonora Investment Management reported no remaining Brighthouse Financial position as of Q1 2021 after selling out during the quarter.
Sonora Investment Management sold 9 Brighthouse Financial shares in Q1 2021.
Sonora Investment Management first reported a position in Brighthouse Financial in Q3 2017 and held it in 14 quarters.
Sonora Investment Management's Brighthouse Financial position peaked at $1K in Q4 2019.
419 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2021.

Based on Sonora Investment Management's 13F filing for Q1 2021, filed 28 Apr 2021.