Axa
BBU

Axa’s Brookfield Business Partners BBU Stock Holding History

Axa’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-37,376
Closed -$453K – 1206
2016
Q2 		$453K Buy
+37,376
New +$476K ﹤0.01% 1030

Other funds holding BBU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Axa's BBU Position: Q3 2016 in Review

Axa sold out of Brookfield Business Partners (BBU) in Q3 2016, closing a stake of 37,376 shares — an estimated $453K sold.

Axa first reported a position in BBU in Q2 2016 and held it in 1 quarter. The position peaked at $453K in Q2 2016. 96 funds tracked by Wall St. Rank hold BBU as of Q3 2016.

  • Axa reported no remaining Brookfield Business Partners position as of Q3 2016 after selling out during the quarter.
  • Axa sold 37,376 Brookfield Business Partners shares in Q3 2016, an estimated $453K.
  • Axa first reported a position in Brookfield Business Partners in Q2 2016 and held it in 1 quarter.
  • Axa's Brookfield Business Partners position peaked at $453K in Q2 2016.
  • 96 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q3 2016.

Based on Axa's 13F filing for Q3 2016, filed 10 Nov 2016.