KWA
BPY

KCS Wealth Advisory’s Brookfield Property Partners L.P. Limited Partnership Units BPY Stock Holding History

KCS Wealth Advisory’s Portfolio BPY Stock Details BPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10,498
Closed -$201K – 170
2018
Q1 		$201K Sell
10,498
-182
-2% -$3.79K 0.18% 157
2017
Q4 		$237K Buy
+10,680
New +$244K 0.23% 145

Other funds holding BPY

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

KCS Wealth Advisory's BPY Position: Q2 2018 in Review

KCS Wealth Advisory sold out of Brookfield Property Partners L.P. Limited Partnership Units (BPY) in Q2 2018, closing a stake of 10,498 shares — an estimated $201K sold.

KCS Wealth Advisory first reported a position in BPY in Q4 2017 and held it in 2 quarters. The position peaked at $237K in Q4 2017. 114 funds tracked by Wall St. Rank hold BPY as of Q2 2018.

  • KCS Wealth Advisory reported no remaining Brookfield Property Partners L.P. Limited Partnership Units position as of Q2 2018 after selling out during the quarter.
  • KCS Wealth Advisory sold 10,498 Brookfield Property Partners L.P. Limited Partnership Units shares in Q2 2018, an estimated $201K.
  • KCS Wealth Advisory first reported a position in Brookfield Property Partners L.P. Limited Partnership Units in Q4 2017 and held it in 2 quarters.
  • KCS Wealth Advisory's Brookfield Property Partners L.P. Limited Partnership Units position peaked at $237K in Q4 2017.
  • 114 funds tracked by Wall St. Rank held Brookfield Property Partners L.P. Limited Partnership Units as of Q2 2018.

Based on KCS Wealth Advisory's 13F filing for Q2 2018, filed 7 Aug 2018.