TFO
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Tarbox Family Office’s Brighthouse Financial BHF Stock Holding History

Tarbox Family Office’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
2020
Q3 		– Sell
-14
Closed – – 1152
2020
Q2 		$0 Sell
14
-7
-33% -$193 ﹤0.01% 1167
2020
Q1 		$1K Sell
21
-83
-80% -$2.94K ﹤0.01% 796
2019
Q4 		$4K Buy
104
+79
+316% +$3.11K ﹤0.01% 537
2019
Q3 		$1K Sell
25
-1
-4% -$37 ﹤0.01% 871
2019
Q2 		$1K Hold
26
– – ﹤0.01% 896
2019
Q1 		$1K Hold
26
– – ﹤0.01% 552
2018
Q4 		$1K Sell
26
-27
-51% -$1.05K ﹤0.01% 542
2018
Q3 		$2K Sell
53
-25
-32% -$1.05K ﹤0.01% 495
2018
Q2 		$3K Buy
78
+27
+53% +$1.3K ﹤0.01% 432
2018
Q1 		$3K Buy
51
+20
+65% +$1.16K ﹤0.01% 442
2017
Q4 		$2K Buy
+31
New +$1.83K ﹤0.01% 478

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tarbox Family Office's BHF Position: Q3 2020 in Review

Tarbox Family Office sold out of Brighthouse Financial (BHF) in Q3 2020, closing a stake of 14 shares.

Tarbox Family Office first reported a position in BHF in Q4 2017 and held it in 11 quarters. The position peaked at $4K in Q4 2019. 376 funds tracked by Wall St. Rank hold BHF as of Q3 2020.

  • Tarbox Family Office reported no remaining Brighthouse Financial position as of Q3 2020 after selling out during the quarter.
  • Tarbox Family Office sold 14 Brighthouse Financial shares in Q3 2020.
  • Tarbox Family Office first reported a position in Brighthouse Financial in Q4 2017 and held it in 11 quarters.
  • Tarbox Family Office's Brighthouse Financial position peaked at $4K in Q4 2019.
  • 376 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2020.

Based on Tarbox Family Office's 13F filing for Q3 2020, filed 22 Oct 2020.