THWM
BHF icon

Taylor Hoffman Wealth Management’s Brighthouse Financial BHF Stock Holding History

Taylor Hoffman Wealth 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
2019
Q4 		– Sell
-7
Closed – – 419
2019
Q3 		$0 Buy
+7
New +$261 ﹤0.01% 420
2019
Q1 		– Sell
-11
Closed – – 413
2018
Q4 		$0 Sell
11
-43
-80% -$1.68K ﹤0.01% 413
2018
Q3 		$2K Sell
54
-5
-8% -$211 ﹤0.01% 374
2018
Q2 		$2K Sell
59
-82
-58% -$3.94K ﹤0.01% 358
2018
Q1 		$7K Sell
141
-675
-83% -$39K 0.01% 298
2017
Q4 		$48K Buy
+816
New +$48.3K 0.05% 192

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
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

Taylor Hoffman Wealth Management's BHF Position: Q4 2019 in Review

Taylor Hoffman Wealth Management sold out of Brighthouse Financial (BHF) in Q4 2019, closing a stake of 7 shares.

Taylor Hoffman Wealth Management first reported a position in BHF in Q4 2017 and held it in 6 quarters. The position peaked at $48K in Q4 2017. 462 funds tracked by Wall St. Rank hold BHF as of Q4 2019.

  • Taylor Hoffman Wealth Management reported no remaining Brighthouse Financial position as of Q4 2019 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 7 Brighthouse Financial shares in Q4 2019.
  • Taylor Hoffman Wealth Management first reported a position in Brighthouse Financial in Q4 2017 and held it in 6 quarters.
  • Taylor Hoffman Wealth Management's Brighthouse Financial position peaked at $48K in Q4 2017.
  • 462 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2019.

Based on Taylor Hoffman Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.