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Strategic Wealth Partners’s Brighthouse Financial BHF Stock Holding History

Strategic Wealth Partners’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
2019
Q4 		– Sell
-19
Closed – – 165
2019
Q3 		$0 Hold
19
– – ﹤0.01% 730
2019
Q2 		$0 Hold
19
– – ﹤0.01% 736
2019
Q1 		$1K Buy
+19
New +$712 ﹤0.01% 737

Other funds holding BHF

Vanguard Group
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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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Wealth Partners's BHF Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Brighthouse Financial (BHF) in Q4 2019, closing a stake of 19 shares.

Strategic Wealth Partners first reported a position in BHF in Q1 2019 and held it in 3 quarters. The position peaked at $1K in Q1 2019. 462 funds tracked by Wall St. Rank hold BHF as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Brighthouse Financial position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 19 Brighthouse Financial shares in Q4 2019.
  • Strategic Wealth Partners first reported a position in Brighthouse Financial in Q1 2019 and held it in 3 quarters.
  • Strategic Wealth Partners's Brighthouse Financial position peaked at $1K in Q1 2019.
  • 462 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.