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TrueWealth LLC’s Brighthouse Financial BHF Stock Holding History

TrueWealth LLC’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
Q2 		$1K Hold
23
– – ﹤0.01% 668
2020
Q1 		$1K Hold
23
– – ﹤0.01% 679
2019
Q4 		$1K Hold
23
– – ﹤0.01% 696
2019
Q3 		$1K Sell
23
-8
-26% -$298 ﹤0.01% 664
2019
Q2 		$1K Buy
31
+8
+35% +$309 ﹤0.01% 679
2019
Q1 		$1K Hold
23
– – ﹤0.01% 682
2018
Q4 		$1K Hold
23
– – ﹤0.01% 686
2018
Q3 		$1K Sell
23
-11
-32% -$463 ﹤0.01% 757
2018
Q2 		$1K Sell
34
-2
-6% -$96 ﹤0.01% 766
2018
Q1 		$2K Hold
36
– – ﹤0.01% 687
2017
Q4 		$2K Buy
+36
New +$2.13K ﹤0.01% 790

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

TrueWealth LLC's BHF Position: Q2 2020 in Review

TrueWealth LLC held its Brighthouse Financial (BHF) position steady in Q2 2020 at 23 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

TrueWealth LLC first reported a position in BHF in Q4 2017 and has held it in 11 quarters since. The position peaked at $2K in Q1 2018. 405 funds tracked by Wall St. Rank hold BHF as of Q2 2020.

  • TrueWealth LLC held 23 shares of Brighthouse Financial worth $1K as of Q2 2020.
  • TrueWealth LLC left its Brighthouse Financial share count unchanged in Q2 2020.
  • Brighthouse Financial made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #668 holding.
  • TrueWealth LLC first reported a position in Brighthouse Financial in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's Brighthouse Financial position peaked at $2K in Q1 2018.
  • 405 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.