Inspire Investing’s Brookfield BN Stock Holding History

Inspire Investing’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
2018 Q1	–	Sell	-3,506	Closed	-$54K	–	266
2017 Q4	$54K	Buy	+3,506	New	+$53K	0.05%	666

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Inspire Investing's BN Position: Q1 2018 in Review

Inspire Investing sold out of Brookfield (BN) in Q1 2018, closing a stake of 3,506 shares — an estimated $54K sold.

Inspire Investing first reported a position in BN in Q4 2017 and held it in 1 quarter. The position peaked at $54K in Q4 2017. 433 funds tracked by Wall St. Rank hold BN as of Q1 2018.

Inspire Investing reported no remaining Brookfield position as of Q1 2018 after selling out during the quarter.
Inspire Investing sold 3,506 Brookfield shares in Q1 2018, an estimated $54K.
Inspire Investing first reported a position in Brookfield in Q4 2017 and held it in 1 quarter.
Inspire Investing's Brookfield position peaked at $54K in Q4 2017.
433 funds tracked by Wall St. Rank held Brookfield as of Q1 2018.

Based on Inspire Investing's 13F filing for Q1 2018, filed 13 Apr 2018.