CPIG
BBU

Chicago Partners Investment Group’s Brookfield Business Partners BBU Stock Holding History

Chicago Partners Investment Group’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
Q1 		– Sell
-168
Closed -$4K – 920
2017
Q4 		$4K Hold
168
– – ﹤0.01% 820
2017
Q3 		$3K Buy
+168
New +$3.15K ﹤0.01% 901
2016
Q4 		– Sell
-9
Closed – – 534
2016
Q3 		$0 Hold
9
– – ﹤0.01% 494
2016
Q2 		$0 Buy
+9
New +$115 ﹤0.01% 442

Other funds holding BBU

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 $45.6B AUM 44.74% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chicago Partners Investment Group's BBU Position: Q1 2018 in Review

Chicago Partners Investment Group sold out of Brookfield Business Partners (BBU) in Q1 2018, closing a stake of 168 shares — an estimated $4K sold.

Chicago Partners Investment Group first reported a position in BBU in Q2 2016 and held it in 4 quarters. The position peaked at $4K in Q4 2017. 84 funds tracked by Wall St. Rank hold BBU as of Q1 2018.

  • Chicago Partners Investment Group reported no remaining Brookfield Business Partners position as of Q1 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 168 Brookfield Business Partners shares in Q1 2018, an estimated $4K.
  • Chicago Partners Investment Group first reported a position in Brookfield Business Partners in Q2 2016 and held it in 4 quarters.
  • Chicago Partners Investment Group's Brookfield Business Partners position peaked at $4K in Q4 2017.
  • 84 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2018.

Based on Chicago Partners Investment Group's 13F filing for Q1 2018, filed 27 Apr 2018.