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Wealthspire Advisors (Maryland)’s Brighthouse Financial BHF Stock Holding History

Wealthspire Advisors (Maryland)’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
-943
Closed -$34K – 638
2019
Q1 		$34K Buy
943
+188
+25% +$7.04K ﹤0.01% 1055
2018
Q4 		$23K Sell
755
-33
-4% -$1.29K ﹤0.01% 1138
2018
Q3 		$35K Buy
788
+525
+200% +$22.1K ﹤0.01% 1087
2018
Q2 		$11K Buy
263
+166
+171% +$7.99K ﹤0.01% 1489
2018
Q1 		$5K Sell
97
-81
-46% -$4.68K ﹤0.01% 1796
2017
Q4 		$10K Sell
178
-182
-51% -$10.8K ﹤0.01% 1576
2017
Q3 		$22K Buy
+360
New +$20.5K ﹤0.01% 1264

Other funds holding BHF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Franklin Resources
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

Wealthspire Advisors (Maryland)'s BHF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Brighthouse Financial (BHF) in Q2 2019, closing a stake of 943 shares — an estimated $34K sold.

Wealthspire Advisors (Maryland) first reported a position in BHF in Q3 2017 and held it in 7 quarters. The position peaked at $35K in Q3 2018. 455 funds tracked by Wall St. Rank hold BHF as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Brighthouse Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 943 Brighthouse Financial shares in Q2 2019, an estimated $34K.
  • Wealthspire Advisors (Maryland) first reported a position in Brighthouse Financial in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Brighthouse Financial position peaked at $35K in Q3 2018.
  • 455 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.