WAM
BHF icon

Watermark Asset Management’s Brighthouse Financial BHF Stock Holding History

Watermark Asset Management’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
Q4 		$0 Hold
9
– – ﹤0.01% 275
2018
Q3 		$0 Hold
9
– – ﹤0.01% 233
2018
Q2 		$0 Hold
9
– – ﹤0.01% 242
2018
Q1 		$0 Sell
9
-25
-74% -$1.44K ﹤0.01% 239
2017
Q4 		$2K Buy
+34
New +$2.01K ﹤0.01% 221

Other funds holding BHF

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Watermark Asset Management's BHF Position: Q4 2018 in Review

Watermark Asset Management held its Brighthouse Financial (BHF) position steady in Q4 2018 at 9 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Watermark Asset Management first reported a position in BHF in Q4 2017 and has held it in 5 quarters since. The position peaked at $2K in Q4 2017. 492 funds tracked by Wall St. Rank hold BHF as of Q4 2018.

  • Watermark Asset Management held 9 shares of Brighthouse Financial worth $0 as of Q4 2018.
  • Watermark Asset Management left its Brighthouse Financial share count unchanged in Q4 2018.
  • Brighthouse Financial made up ﹤0.01% of Watermark Asset Management's portfolio in Q4 2018, its #275 holding.
  • Watermark Asset Management first reported a position in Brighthouse Financial in Q4 2017 and has held it in 5 quarters since.
  • Watermark Asset Management's Brighthouse Financial position peaked at $2K in Q4 2017.
  • 492 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2018.

Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.