Envestnet Asset Management
BPO

Envestnet Asset Management’s BROOKFIELD OFFICE PROPERTIES. INC BPO Stock Holding History

Envestnet Asset Management’s Portfolio BPO Stock Details BPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,241
Closed -$24K – 2735
2013
Q4 		$24K Sell
1,241
-441
-26% -$8.4K ﹤0.01% 1460
2013
Q3 		$32K Sell
1,682
-3,562
-68% -$59.5K ﹤0.01% 1331
2013
Q2 		$87K Buy
+5,244
New +$92.5K ﹤0.01% 1028

Other funds holding BPO

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Envestnet Asset Management's BPO Position: Q1 2014 in Review

Envestnet Asset Management sold out of BROOKFIELD OFFICE PROPERTIES. INC (BPO) in Q1 2014, closing a stake of 1,241 shares — an estimated $24K sold.

Envestnet Asset Management first reported a position in BPO in Q2 2013 and held it in 3 quarters. The position peaked at $87K in Q2 2013. 75 funds tracked by Wall St. Rank hold BPO as of Q1 2014.

  • Envestnet Asset Management reported no remaining BROOKFIELD OFFICE PROPERTIES. INC position as of Q1 2014 after selling out during the quarter.
  • Envestnet Asset Management sold 1,241 BROOKFIELD OFFICE PROPERTIES. INC shares in Q1 2014, an estimated $24K.
  • Envestnet Asset Management first reported a position in BROOKFIELD OFFICE PROPERTIES. INC in Q2 2013 and held it in 3 quarters.
  • Envestnet Asset Management's BROOKFIELD OFFICE PROPERTIES. INC position peaked at $87K in Q2 2013.
  • 75 funds tracked by Wall St. Rank held BROOKFIELD OFFICE PROPERTIES. INC as of Q1 2014.

Based on Envestnet Asset Management's 13F filing for Q1 2014, filed 12 May 2014.