B
BBU

Bridgeworth’s Brookfield Business Partners BBU Stock Holding History

Bridgeworth’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
2018
Q3 		– Sell
-23
Closed – – 171
2018
Q2 		$0 Buy
+23
New +$568 ﹤0.01% 612

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bridgeworth's BBU Position: Q3 2018 in Review

Bridgeworth sold out of Brookfield Business Partners (BBU) in Q3 2018, closing a stake of 23 shares.

Bridgeworth first reported a position in BBU in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 82 funds tracked by Wall St. Rank hold BBU as of Q3 2018.

  • Bridgeworth reported no remaining Brookfield Business Partners position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 23 Brookfield Business Partners shares in Q3 2018.
  • Bridgeworth first reported a position in Brookfield Business Partners in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's Brookfield Business Partners position peaked at $0 in Q2 2018.
  • 82 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.