IA
BBU

IFP Advisors’s Brookfield Business Partners BBU Stock Holding History

IFP Advisors’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
2017
Q4 		– Sell
-9
Closed – – 3812
2017
Q3 		$0 Hold
9
– – ﹤0.01% 4068
2017
Q2 		$0 Hold
9
– – ﹤0.01% 4077
2017
Q1 		$0 Hold
9
– – ﹤0.01% 3988
2016
Q4 		$0 Sell
9
-22
-71% -$346 ﹤0.01% 3974
2016
Q3 		$1K Sell
31
-30
-49% -$420 ﹤0.01% 3691
2016
Q2 		$1K Buy
+61
New +$777 ﹤0.01% 3581

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 $40.9B AUM 35.96% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

IFP Advisors's BBU Position: Q4 2017 in Review

IFP Advisors sold out of Brookfield Business Partners (BBU) in Q4 2017, closing a stake of 9 shares.

IFP Advisors first reported a position in BBU in Q2 2016 and held it in 6 quarters. The position peaked at $1K in Q3 2016. 82 funds tracked by Wall St. Rank hold BBU as of Q4 2017.

  • IFP Advisors reported no remaining Brookfield Business Partners position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 9 Brookfield Business Partners shares in Q4 2017.
  • IFP Advisors first reported a position in Brookfield Business Partners in Q2 2016 and held it in 6 quarters.
  • IFP Advisors's Brookfield Business Partners position peaked at $1K in Q3 2016.
  • 82 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.