1834 Investment Advisors’s Brookfield BN Stock Holding History

1834 Investment Advisors’s Portfolio BN Stock Details BN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,050	Closed	-$18K	–	423
2020 Q2	$18K	Sell	1,050 -1	-0.1%	-$18	﹤0.01%	293
2020 Q1	$17K	Hold	1,051	–	–	﹤0.01%	307
2019 Q4	$22K	Buy	+1,051	New	+$21K	﹤0.01%	321

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

1834 Investment Advisors's BN Position: Q3 2020 in Review

1834 Investment Advisors sold out of Brookfield (BN) in Q3 2020, closing a stake of 1,050 shares — an estimated $18K sold.

1834 Investment Advisors first reported a position in BN in Q4 2019 and held it in 3 quarters. The position peaked at $22K in Q4 2019. 522 funds tracked by Wall St. Rank hold BN as of Q3 2020.

1834 Investment Advisors reported no remaining Brookfield position as of Q3 2020 after selling out during the quarter.
1834 Investment Advisors sold 1,050 Brookfield shares in Q3 2020, an estimated $18K.
1834 Investment Advisors first reported a position in Brookfield in Q4 2019 and held it in 3 quarters.
1834 Investment Advisors's Brookfield position peaked at $22K in Q4 2019.
522 funds tracked by Wall St. Rank held Brookfield as of Q3 2020.

Based on 1834 Investment Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.