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Avantax Planning Partners’s Brookfield BN Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-451
Closed -$6K – 397
2018
Q1 		$6K Buy
+451
New +$6.53K ﹤0.01% 1245

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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Avantax Planning Partners's BN Position: Q2 2018 in Review

Avantax Planning Partners sold out of Brookfield (BN) in Q2 2018, closing a stake of 451 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in BN in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 423 funds tracked by Wall St. Rank hold BN as of Q2 2018.

  • Avantax Planning Partners reported no remaining Brookfield position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 451 Brookfield shares in Q2 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Brookfield in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Brookfield position peaked at $6K in Q1 2018.
  • 423 funds tracked by Wall St. Rank held Brookfield as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.