Creative Planning
BBU

Creative Planning’s Brookfield Business Partners BBU Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-227
Closed -$4K – 2053
2017
Q2 		$4K Sell
227
-27
-11% -$454 ﹤0.01% 4074
2017
Q1 		$4K Sell
254
-93
-27% -$1.49K ﹤0.01% 4030
2016
Q4 		$5K Sell
347
-49
-12% -$772 ﹤0.01% 3931
2016
Q3 		$7K Buy
396
+42
+12% +$588 ﹤0.01% 3705
2016
Q2 		$4K Buy
+354
New +$4.51K ﹤0.01% 3728

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 $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
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Creative Planning's BBU Position: Q3 2017 in Review

Creative Planning sold out of Brookfield Business Partners (BBU) in Q3 2017, closing a stake of 227 shares — an estimated $4K sold.

Creative Planning first reported a position in BBU in Q2 2016 and held it in 5 quarters. The position peaked at $7K in Q3 2016. 79 funds tracked by Wall St. Rank hold BBU as of Q3 2017.

  • Creative Planning reported no remaining Brookfield Business Partners position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 227 Brookfield Business Partners shares in Q3 2017, an estimated $4K.
  • Creative Planning first reported a position in Brookfield Business Partners in Q2 2016 and held it in 5 quarters.
  • Creative Planning's Brookfield Business Partners position peaked at $7K in Q3 2016.
  • 79 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.