Whitney & Co’s Brighthouse Financial BHF Stock Holding History

Whitney & Co’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	–	Sell	-53	Closed	-$2K	–	143
2018 Q3	$2K	Buy	53 +17	+47%	+$716	﹤0.01%	451
2018 Q2	$1K	Hold	36	–	–	﹤0.01%	307
2018 Q1	$2K	Buy	+36	New	+$2.08K	﹤0.01%	289

Other funds holding BHF

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

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

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

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

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

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

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

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

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

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

Whitney & Co's BHF Position: Q4 2018 in Review

Whitney & Co sold out of Brighthouse Financial (BHF) in Q4 2018, closing a stake of 53 shares — an estimated $2K sold.

Whitney & Co first reported a position in BHF in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 492 funds tracked by Wall St. Rank hold BHF as of Q4 2018.

Whitney & Co reported no remaining Brighthouse Financial position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 53 Brighthouse Financial shares in Q4 2018, an estimated $2K.
Whitney & Co first reported a position in Brighthouse Financial in Q1 2018 and held it in 3 quarters.
Whitney & Co's Brighthouse Financial position peaked at $2K in Q3 2018.
492 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.