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Waddell & Reed Financial’s Brighthouse Financial BHF Stock Holding History

Waddell & Reed Financial’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
2017
Q4 		– Sell
-370,727
Closed -$22.5M – 532
2017
Q3 		$22.5M Buy
+370,727
New +$21.1M 0.05% 313

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Waddell & Reed Financial's BHF Position: Q4 2017 in Review

Waddell & Reed Financial sold out of Brighthouse Financial (BHF) in Q4 2017, closing a stake of 370,727 shares — an estimated $22.5M sold.

Waddell & Reed Financial first reported a position in BHF in Q3 2017 and held it in 1 quarter. The position peaked at $22.5M in Q3 2017. 573 funds tracked by Wall St. Rank hold BHF as of Q4 2017.

  • Waddell & Reed Financial reported no remaining Brighthouse Financial position as of Q4 2017 after selling out during the quarter.
  • Waddell & Reed Financial sold 370,727 Brighthouse Financial shares in Q4 2017, an estimated $22.5M.
  • Waddell & Reed Financial first reported a position in Brighthouse Financial in Q3 2017 and held it in 1 quarter.
  • Waddell & Reed Financial's Brighthouse Financial position peaked at $22.5M in Q3 2017.
  • 573 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2017.

Based on Waddell & Reed Financial's 13F filing for Q4 2017, filed 14 Feb 2018.