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Willingdon Wealth Management’s Brighthouse Financial BHF Stock Holding History

Willingdon Wealth 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
2019
Q4 		– Sell
-1
Closed – – 388
2019
Q3 		$0 Buy
+1
New +$37 ﹤0.01% 505

Other funds holding BHF

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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
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
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
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Willingdon Wealth Management's BHF Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Brighthouse Financial (BHF) in Q4 2019, closing a stake of 1 share.

Willingdon Wealth Management first reported a position in BHF in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 462 funds tracked by Wall St. Rank hold BHF as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Brighthouse Financial position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 1 Brighthouse Financial share in Q4 2019.
  • Willingdon Wealth Management first reported a position in Brighthouse Financial in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Brighthouse Financial position peaked at $0 in Q3 2019.
  • 462 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.