JIC
BBU

Joel Isaacson & Co’s Brookfield Business Partners BBU Stock Holding History

Joel Isaacson & Co’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
Q1 		– Sell
-93
Closed -$1K – 210
2016
Q4 		$1K Hold
93
– – ﹤0.01% 622
2016
Q3 		$2K Hold
93
– – ﹤0.01% 665
2016
Q2 		$1K Buy
+93
New +$1.19K ﹤0.01% 694

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return

Joel Isaacson & Co's BBU Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Brookfield Business Partners (BBU) in Q1 2017, closing a stake of 93 shares — an estimated $1K sold.

Joel Isaacson & Co first reported a position in BBU in Q2 2016 and held it in 3 quarters. The position peaked at $2K in Q3 2016. 76 funds tracked by Wall St. Rank hold BBU as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Brookfield Business Partners position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 93 Brookfield Business Partners shares in Q1 2017, an estimated $1K.
  • Joel Isaacson & Co first reported a position in Brookfield Business Partners in Q2 2016 and held it in 3 quarters.
  • Joel Isaacson & Co's Brookfield Business Partners position peaked at $2K in Q3 2016.
  • 76 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.