DWM
BBU

Doyle Wealth Management’s Brookfield Business Partners BBU Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-37
Closed -$1K – 246
2019
Q2 		$1K Buy
+37
New +$915 ﹤0.01% 807
2019
Q1 		– Sell
-37
Closed -$1K – 237
2018
Q4 		$1K Buy
+37
New +$898 ﹤0.01% 815

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Doyle Wealth Management's BBU Position: Q3 2019 in Review

Doyle Wealth Management sold out of Brookfield Business Partners (BBU) in Q3 2019, closing a stake of 37 shares — an estimated $1K sold.

Doyle Wealth Management first reported a position in BBU in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 76 funds tracked by Wall St. Rank hold BBU as of Q3 2019.

  • Doyle Wealth Management reported no remaining Brookfield Business Partners position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 37 Brookfield Business Partners shares in Q3 2019, an estimated $1K.
  • Doyle Wealth Management first reported a position in Brookfield Business Partners in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Brookfield Business Partners position peaked at $1K in Q2 2019.
  • 76 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.