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Vanguard Capital Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

Vanguard Capital Wealth Advisors’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 		$316K Buy
+11,364
New +$313K 0.37% 71
2019
Q4 		$730K Sell
18,620
-1,360
-7% -$53.5K 0.76% 33
2019
Q3 		$808K Buy
+19,980
New +$744K 0.94% 26

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

Vanguard Capital Wealth Advisors's BHF Position: Q2 2020 in Review

Vanguard Capital Wealth Advisors opened a new position in Brighthouse Financial (BHF) in Q2 2020: 11,364 shares worth $316K. The stake represents 0.37% of the portfolio and ranks #71 among its holdings. This is a return to the name: Vanguard Capital Wealth Advisors previously reported a position in BHF as recently as Q4 2019.

Vanguard Capital Wealth Advisors first reported a position in BHF in Q3 2019 and has held it in 3 quarters since. The position peaked at $808K in Q3 2019. 405 funds tracked by Wall St. Rank hold BHF as of Q2 2020.

  • Vanguard Capital Wealth Advisors held 11,364 shares of Brighthouse Financial worth $316K as of Q2 2020.
  • Brighthouse Financial was a new Vanguard Capital Wealth Advisors position in Q2 2020.
  • Brighthouse Financial made up 0.37% of Vanguard Capital Wealth Advisors's portfolio in Q2 2020, its #71 holding.
  • Vanguard Capital Wealth Advisors first reported a position in Brighthouse Financial in Q3 2019 and has held it in 3 quarters since.
  • Vanguard Capital Wealth Advisors's Brighthouse Financial position peaked at $808K in Q3 2019.
  • 405 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2020.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.