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Hoover Financial Advisors’s Brookfield BN Stock Holding History

Hoover Financial 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
2020
Q3 		– Sell
-561
Closed -$10K – 227
2020
Q2 		$10K Buy
+561
New +$9.86K ﹤0.01% 342

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Hoover Financial Advisors's BN Position: Q3 2020 in Review

Hoover Financial Advisors sold out of Brookfield (BN) in Q3 2020, closing a stake of 561 shares — an estimated $10K sold.

Hoover Financial Advisors first reported a position in BN in Q2 2020 and held it in 1 quarter. The position peaked at $10K in Q2 2020. 522 funds tracked by Wall St. Rank hold BN as of Q3 2020.

  • Hoover Financial Advisors reported no remaining Brookfield position as of Q3 2020 after selling out during the quarter.
  • Hoover Financial Advisors sold 561 Brookfield shares in Q3 2020, an estimated $10K.
  • Hoover Financial Advisors first reported a position in Brookfield in Q2 2020 and held it in 1 quarter.
  • Hoover Financial Advisors's Brookfield position peaked at $10K in Q2 2020.
  • 522 funds tracked by Wall St. Rank held Brookfield as of Q3 2020.

Based on Hoover Financial Advisors's 13F filing for Q3 2020, filed 21 Oct 2020.