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Institutional & Family Asset Management’s Brookfield BN Stock Holding History

Institutional & Family Asset Management’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
-224
Closed -$4K – 838
2020
Q2 		$4K Sell
224
-5,353
-96% -$94.1K ﹤0.01% 597
2020
Q1 		$88K Buy
5,577
+3,447
+162% +$70.9K 0.02% 221
2019
Q4 		$44K Sell
2,130
-2,203
-51% -$43.9K 0.01% 328
2019
Q3 		$82K Buy
+4,333
New +$78.5K 0.02% 242

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

Institutional & Family Asset Management's BN Position: Q3 2020 in Review

Institutional & Family Asset Management sold out of Brookfield (BN) in Q3 2020, closing a stake of 224 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in BN in Q3 2019 and held it in 4 quarters. The position peaked at $88K in Q1 2020. 522 funds tracked by Wall St. Rank hold BN as of Q3 2020.

  • Institutional & Family Asset Management reported no remaining Brookfield position as of Q3 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 224 Brookfield shares in Q3 2020, an estimated $4K.
  • Institutional & Family Asset Management first reported a position in Brookfield in Q3 2019 and held it in 4 quarters.
  • Institutional & Family Asset Management's Brookfield position peaked at $88K in Q1 2020.
  • 522 funds tracked by Wall St. Rank held Brookfield as of Q3 2020.

Based on Institutional & Family Asset Management's 13F filing for Q3 2020, filed 30 Oct 2020.