Veritable’s Brighthouse Financial BHF Stock Holding History

Veritable’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 Q2	–	Sell	-6,000	Closed	-$218K	–	804
2019 Q1	$218K	Sell	6,000 -14,000	-70%	-$524K	﹤0.01%	734
2018 Q4	$610K	Buy	+20,000	New	+$780K	0.01%	420
2018 Q3	–	Sell	-5,000	Closed	-$200K	–	825
2018 Q2	$200K	Buy	+5,000	New	+$241K	﹤0.01%	765

Other funds holding BHF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Veritable's BHF Position: Q3 2019 in Review

Veritable sold out of Brighthouse Financial (BHF) in Q3 2019, closing a stake of 6,641 shares — an estimated $244K sold.

Veritable first reported a position in BHF in Q1 2018 and held it in 6 quarters. The position peaked at $906K in Q1 2018. 437 funds tracked by Wall St. Rank hold BHF as of Q3 2019.

Veritable reported no remaining Brighthouse Financial position as of Q3 2019 after selling out during the quarter.
Veritable sold 6,641 Brighthouse Financial shares in Q3 2019, an estimated $244K.
Veritable first reported a position in Brighthouse Financial in Q1 2018 and held it in 6 quarters.
Veritable's Brighthouse Financial position peaked at $906K in Q1 2018.
437 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2019.

Based on Veritable's 13F filing for Q3 2019, filed 12 Nov 2019.