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Fusion Family Wealth’s Pembina Pipeline PBA Stock Holding History

Fusion Family Wealth’s Portfolio PBA Stock Details PBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-34
Closed -$1K – 310
2017
Q1 		$1K Sell
34
-138
-80% -$4.39K ﹤0.01% 294
2016
Q4 		$5K Buy
+172
New +$5.2K ﹤0.01% 312

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fusion Family Wealth's PBA Position: Q2 2017 in Review

Fusion Family Wealth sold out of Pembina Pipeline (PBA) in Q2 2017, closing a stake of 34 shares — an estimated $1K sold.

Fusion Family Wealth first reported a position in PBA in Q4 2016 and held it in 2 quarters. The position peaked at $5K in Q4 2016. 288 funds tracked by Wall St. Rank hold PBA as of Q2 2017.

  • Fusion Family Wealth reported no remaining Pembina Pipeline position as of Q2 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 34 Pembina Pipeline shares in Q2 2017, an estimated $1K.
  • Fusion Family Wealth first reported a position in Pembina Pipeline in Q4 2016 and held it in 2 quarters.
  • Fusion Family Wealth's Pembina Pipeline position peaked at $5K in Q4 2016.
  • 288 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2017.

Based on Fusion Family Wealth's 13F filing for Q2 2017, filed 7 Aug 2017.