YorkBridge Wealth Partners’s Brighthouse Financial BHF Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-54	Closed	-$2K	–	220
2019 Q2	$2K	Hold	54	–	–	﹤0.01%	690
2019 Q1	$2K	Hold	54	–	–	﹤0.01%	690
2018 Q4	$2K	Sell	54 -115	-68%	-$4.49K	﹤0.01%	672
2018 Q3	$7K	Sell	169 -11	-6%	-$463	﹤0.01%	627
2018 Q2	$7K	Sell	180 -5	-3%	-$241	﹤0.01%	653
2018 Q1	$9K	Hold	185	–	–	﹤0.01%	626
2017 Q4	$11K	Buy	+185	New	+$10.9K	0.01%	615

Other funds holding BHF

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

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

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

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

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

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

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

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

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

YorkBridge Wealth Partners's BHF Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Brighthouse Financial (BHF) in Q3 2019, closing a stake of 54 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in BHF in Q4 2017 and held it in 7 quarters. The position peaked at $11K in Q4 2017. 437 funds tracked by Wall St. Rank hold BHF as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Brighthouse Financial position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 54 Brighthouse Financial shares in Q3 2019, an estimated $2K.
YorkBridge Wealth Partners first reported a position in Brighthouse Financial in Q4 2017 and held it in 7 quarters.
YorkBridge Wealth Partners's Brighthouse Financial position peaked at $11K in Q4 2017.
437 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.