Waverly Advisors’s Brighthouse Financial BHF Stock Holding History

Waverly 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
2018 Q1	–	Sell	-99	Closed	-$6K	–	199
2017 Q4	$6K	Buy	+99	New	+$5.86K	﹤0.01%	356

Other funds holding BHF

MLICM

Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

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

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

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

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Waverly Advisors's BHF Position: Q1 2018 in Review

Waverly Advisors sold out of Brighthouse Financial (BHF) in Q1 2018, closing a stake of 99 shares — an estimated $6K sold.

Waverly Advisors first reported a position in BHF in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 533 funds tracked by Wall St. Rank hold BHF as of Q1 2018.

Waverly Advisors reported no remaining Brighthouse Financial position as of Q1 2018 after selling out during the quarter.
Waverly Advisors sold 99 Brighthouse Financial shares in Q1 2018, an estimated $6K.
Waverly Advisors first reported a position in Brighthouse Financial in Q4 2017 and held it in 1 quarter.
Waverly Advisors's Brighthouse Financial position peaked at $6K in Q4 2017.
533 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.