FFW
BBU

Fusion Family Wealth’s Brookfield Business Partners BBU Stock Holding History

Fusion Family Wealth’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
2018
Q3 		– Sell
-2
Closed -$1K – 275
2018
Q2 		$1K Hold
2
– – ﹤0.01% 268
2018
Q1 		$1K Hold
2
– – ﹤0.01% 251
2017
Q4 		$1K Hold
2
– – ﹤0.01% 264
2017
Q3 		$1K Sell
2
-4
-67% -$75 ﹤0.01% 208
2017
Q2 		$1K Buy
+6
New +$101 ﹤0.01% 259

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
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 $45.6B AUM 44.74% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fusion Family Wealth's BBU Position: Q3 2018 in Review

Fusion Family Wealth sold out of Brookfield Business Partners (BBU) in Q3 2018, closing a stake of 2 shares — an estimated $1K sold.

Fusion Family Wealth first reported a position in BBU in Q2 2017 and held it in 5 quarters. The position peaked at $1K in Q2 2018. 82 funds tracked by Wall St. Rank hold BBU as of Q3 2018.

  • Fusion Family Wealth reported no remaining Brookfield Business Partners position as of Q3 2018 after selling out during the quarter.
  • Fusion Family Wealth sold 2 Brookfield Business Partners shares in Q3 2018, an estimated $1K.
  • Fusion Family Wealth first reported a position in Brookfield Business Partners in Q2 2017 and held it in 5 quarters.
  • Fusion Family Wealth's Brookfield Business Partners position peaked at $1K in Q2 2018.
  • 82 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q3 2018.

Based on Fusion Family Wealth's 13F filing for Q3 2018, filed 7 Nov 2018.