Financial Engines Advisors
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Financial Engines Advisors’s Brookfield BN Stock Holding History

Financial Engines Advisors’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-101
Closed -$1K – 99
2017
Q2 		$1K Buy
+101
New +$1.36K ﹤0.01% 71

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Fidelity Investments
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Principal Financial Group
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Financial Engines Advisors's BN Position: Q3 2017 in Review

Financial Engines Advisors sold out of Brookfield (BN) in Q3 2017, closing a stake of 101 shares — an estimated $1K sold.

Financial Engines Advisors first reported a position in BN in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 384 funds tracked by Wall St. Rank hold BN as of Q3 2017.

  • Financial Engines Advisors reported no remaining Brookfield position as of Q3 2017 after selling out during the quarter.
  • Financial Engines Advisors sold 101 Brookfield shares in Q3 2017, an estimated $1K.
  • Financial Engines Advisors first reported a position in Brookfield in Q2 2017 and held it in 1 quarter.
  • Financial Engines Advisors's Brookfield position peaked at $1K in Q2 2017.
  • 384 funds tracked by Wall St. Rank held Brookfield as of Q3 2017.

Based on Financial Engines Advisors's 13F filing for Q3 2017, filed 7 Nov 2017.