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Vaughan David Investments’s Brighthouse Financial BHF Stock Holding History

Vaughan David Investments’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
2018
Q3 		– Sell
-5,086
Closed -$204K – 174
2018
Q2 		$204K Sell
5,086
-541
-10% -$26K 0.01% 172
2018
Q1 		$289K Sell
5,627
-10,317
-65% -$596K 0.01% 165
2017
Q4 		$935K Sell
15,944
-4,398
-22% -$260K 0.04% 106
2017
Q3 		$1.24M Buy
+20,342
New +$1.16M 0.06% 98

Other funds holding BHF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vaughan David Investments's BHF Position: Q3 2018 in Review

Vaughan David Investments sold out of Brighthouse Financial (BHF) in Q3 2018, closing a stake of 5,086 shares — an estimated $204K sold.

Vaughan David Investments first reported a position in BHF in Q3 2017 and held it in 4 quarters. The position peaked at $1.24M in Q3 2017. 498 funds tracked by Wall St. Rank hold BHF as of Q3 2018.

  • Vaughan David Investments reported no remaining Brighthouse Financial position as of Q3 2018 after selling out during the quarter.
  • Vaughan David Investments sold 5,086 Brighthouse Financial shares in Q3 2018, an estimated $204K.
  • Vaughan David Investments first reported a position in Brighthouse Financial in Q3 2017 and held it in 4 quarters.
  • Vaughan David Investments's Brighthouse Financial position peaked at $1.24M in Q3 2017.
  • 498 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2018.

Based on Vaughan David Investments's 13F filing for Q3 2018, filed 13 Nov 2018.