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USCA RIA’s Brighthouse Financial BHF Stock Holding History

USCA RIA’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
-51,297
Closed -$1.43M – 471
2020
Q2 		$1.43M Sell
51,297
-1,640
-3% -$45.2K 0.13% 162
2020
Q1 		$1.28M Buy
52,937
+5,660
+12% +$200K 0.15% 155
2019
Q4 		$1.85M Buy
47,277
+383
+0.8% +$15.1K 0.17% 173
2019
Q3 		$1.9M Buy
46,894
+350
+0.8% +$13K 0.19% 150
2019
Q2 		$1.71M Buy
+46,544
New +$1.8M 0.17% 158
2018
Q4 		– Sell
-5,316
Closed -$235K – 426
2018
Q3 		$235K Buy
+5,316
New +$224K 0.02% 422

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

USCA RIA's BHF Position: Q3 2020 in Review

USCA RIA sold out of Brighthouse Financial (BHF) in Q3 2020, closing a stake of 51,297 shares — an estimated $1.43M sold.

USCA RIA first reported a position in BHF in Q3 2018 and held it in 6 quarters. The position peaked at $1.9M in Q3 2019. 376 funds tracked by Wall St. Rank hold BHF as of Q3 2020.

  • USCA RIA reported no remaining Brighthouse Financial position as of Q3 2020 after selling out during the quarter.
  • USCA RIA sold 51,297 Brighthouse Financial shares in Q3 2020, an estimated $1.43M.
  • USCA RIA first reported a position in Brighthouse Financial in Q3 2018 and held it in 6 quarters.
  • USCA RIA's Brighthouse Financial position peaked at $1.9M in Q3 2019.
  • 376 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2020.

Based on USCA RIA's 13F filing for Q3 2020, filed 27 Oct 2020.