Burt Wealth Advisors’s Brookfield Business Partners BBU Stock Holding History

Burt Wealth Advisors’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
2020 Q1	–	Sell	-62	Closed	-$2K	–	405
2019 Q4	$2K	Hold	62	–	–	﹤0.01%	317
2019 Q3	$2K	Buy	+62	New	+$1.47K	﹤0.01%	315
2019 Q2	–	Hold	0	–	–	–	316
2019 Q1	–	Hold	0	–	–	–	327
2018 Q4	–	Hold	0	–	–	–	340
2018 Q3	–	Hold	0	–	–	–	348
2018 Q2	–	Hold	0	–	–	–	336
2018 Q1	–	Hold	0	–	–	–	361
2017 Q3	–	Sell	-62	Closed	-$1.16K	–	336
2017 Q2	$1K	Hold	62	–	–	﹤0.01%	378
2017 Q1	$1K	Hold	62	–	–	﹤0.01%	334
2016 Q4	$1K	Hold	62	–	–	﹤0.01%	363
2016 Q3	$1K	Buy	+62	New	+$869	﹤0.01%	361

Other funds holding BBU

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Burt Wealth Advisors's BBU Position: Q1 2020 in Review

Burt Wealth Advisors sold out of Brookfield Business Partners (BBU) in Q1 2020, closing a stake of 62 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in BBU in Q3 2016 and held it in 6 quarters. The position peaked at $2K in Q4 2019. 72 funds tracked by Wall St. Rank hold BBU as of Q1 2020.

Burt Wealth Advisors reported no remaining Brookfield Business Partners position as of Q1 2020 after selling out during the quarter.
Burt Wealth Advisors sold 62 Brookfield Business Partners shares in Q1 2020, an estimated $2K.
Burt Wealth Advisors first reported a position in Brookfield Business Partners in Q3 2016 and held it in 6 quarters.
Burt Wealth Advisors's Brookfield Business Partners position peaked at $2K in Q4 2019.
72 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2020.

Based on Burt Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.