LTFS
BBU

Ladenburg Thalmann Financial Services’s Brookfield Business Partners BBU Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$151K Buy
5,702
+34
+0.6% +$882 ﹤0.01% 2720
2019
Q3 		$143K Buy
5,668
+1,759
+45% +$41.8K ﹤0.01% 2689
2019
Q2 		$96K Buy
3,909
+12
+0.3% +$297 ﹤0.01% 2994
2019
Q1 		$98K Sell
3,897
-994
-20% -$22.2K ﹤0.01% 2893
2018
Q4 		$95K Hold
4,891
– – ﹤0.01% 2785
2018
Q3 		$143K Sell
4,891
-1,014
-17% -$27K ﹤0.01% 2564
2018
Q2 		$136K Hold
5,905
– – ﹤0.01% 2536
2018
Q1 		$136K Buy
5,905
+267
+5% +$6.26K ﹤0.01% 2536
2017
Q4 		$125K Buy
5,638
+4,449
+374% +$88K ﹤0.01% 2551
2017
Q3 		$22K Buy
1,189
+748
+170% +$14K ﹤0.01% 3620
2017
Q2 		$8K Sell
441
-47
-10% -$791 ﹤0.01% 4127
2017
Q1 		$7K Sell
488
-93
-16% -$1.49K ﹤0.01% 4154
2016
Q4 		$9K Sell
581
-90
-13% -$1.42K ﹤0.01% 3939
2016
Q3 		$11K Sell
671
-536
-44% -$7.51K ﹤0.01% 3747
2016
Q2 		$14K Buy
+1,207
New +$15.4K ﹤0.01% 3549

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 $45.6B AUM 44.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BBU Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Brookfield Business Partners (BBU) stake by 0.6% in Q4 2019, buying an estimated $882 and bringing the position to 5,702 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #2720.

Ladenburg Thalmann Financial Services first reported a position in BBU in Q2 2016 and has held it in 15 quarters since. 80 funds tracked by Wall St. Rank hold BBU as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 5,702 shares of Brookfield Business Partners worth $151K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 34 Brookfield Business Partners shares in Q4 2019, an estimated $882.
  • Brookfield Business Partners made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2720 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Brookfield Business Partners in Q2 2016 and has held it in 15 quarters since.
  • 80 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.