AIC
BN icon

Ameritas Investment Company’s Brookfield BN Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-3,470
Closed -$82.6K – 883
2021
Q1 		$82.6K Buy
+3,470
New +$77.4K 0.01% 813
2020
Q2 		– Sell
-1,923
Closed -$30K – 471
2020
Q1 		$30K Buy
+1,923
New +$39.6K ﹤0.01% 863
2019
Q4 		– Sell
-429
Closed -$8K – 920
2019
Q3 		$8K Buy
+429
New +$7.77K ﹤0.01% 1160

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Ameritas Investment Company's BN Position: Q2 2021 in Review

Ameritas Investment Company sold out of Brookfield (BN) in Q2 2021, closing a stake of 3,470 shares — an estimated $82.6K sold.

Ameritas Investment Company first reported a position in BN in Q3 2019 and held it in 3 quarters. The position peaked at $82.6K in Q1 2021. 632 funds tracked by Wall St. Rank hold BN as of Q2 2021.

  • Ameritas Investment Company reported no remaining Brookfield position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 3,470 Brookfield shares in Q2 2021, an estimated $82.6K.
  • Ameritas Investment Company first reported a position in Brookfield in Q3 2019 and held it in 3 quarters.
  • Ameritas Investment Company's Brookfield position peaked at $82.6K in Q1 2021.
  • 632 funds tracked by Wall St. Rank held Brookfield as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.