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Barton Investment Management’s Brookfield BN Stock Holding History

Barton Investment Management’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
2016
Q1 		– Sell
-2,850
Closed -$32K – 56
2015
Q4 		$32K Buy
+2,850
New +$33.4K 0.01% 69

Other funds holding BN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SA
SQ Advisors Naples, Florida $1.32B AUM 10.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Barton Investment Management's BN Position: Q1 2016 in Review

Barton Investment Management sold out of Brookfield (BN) in Q1 2016, closing a stake of 2,850 shares — an estimated $32K sold.

Barton Investment Management first reported a position in BN in Q4 2015 and held it in 1 quarter. The position peaked at $32K in Q4 2015. 340 funds tracked by Wall St. Rank hold BN as of Q1 2016.

  • Barton Investment Management reported no remaining Brookfield position as of Q1 2016 after selling out during the quarter.
  • Barton Investment Management sold 2,850 Brookfield shares in Q1 2016, an estimated $32K.
  • Barton Investment Management first reported a position in Brookfield in Q4 2015 and held it in 1 quarter.
  • Barton Investment Management's Brookfield position peaked at $32K in Q4 2015.
  • 340 funds tracked by Wall St. Rank held Brookfield as of Q1 2016.

Based on Barton Investment Management's 13F filing for Q1 2016, filed 28 Apr 2016.