CS
BBU

Credential Securities’s Brookfield Business Partners BBU Stock Holding History

Credential Securities’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
-6
Closed -$107 – 269
2017
Q2 		$107 Hold
6
– – ﹤0.01% 263
2017
Q1 		$98 Sell
6
-5
-45% -$80 ﹤0.01% 259
2016
Q4 		$167 Sell
11
-28
-72% -$441 ﹤0.01% 268
2016
Q3 		$656 Sell
39
-784
-95% -$11K ﹤0.01% 245
2016
Q2 		$10K Buy
+823
New +$10.5K 0.01% 199

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

Credential Securities's BBU Position: Q3 2017 in Review

Credential Securities sold out of Brookfield Business Partners (BBU) in Q3 2017, closing a stake of 6 shares — an estimated $107 sold.

Credential Securities first reported a position in BBU in Q2 2016 and held it in 5 quarters. The position peaked at $10K in Q2 2016. 79 funds tracked by Wall St. Rank hold BBU as of Q3 2017.

  • Credential Securities reported no remaining Brookfield Business Partners position as of Q3 2017 after selling out during the quarter.
  • Credential Securities sold 6 Brookfield Business Partners shares in Q3 2017, an estimated $107.
  • Credential Securities first reported a position in Brookfield Business Partners in Q2 2016 and held it in 5 quarters.
  • Credential Securities's Brookfield Business Partners position peaked at $10K in Q2 2016.
  • 79 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q3 2017.

Based on Credential Securities's 13F filing for Q3 2017, filed 21 Jul 2025.