MWM
BBU

Madison Wealth Management’s Brookfield Business Partners BBU Stock Holding History

Madison Wealth Management’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
2020
Q2 		– Sell
-46,178
Closed -$754K – 123
2020
Q1 		$754K Buy
46,178
+2,789
+6% +$67.7K 0.3% 66
2019
Q4 		$1.15M Buy
+43,389
New +$1.13M 0.33% 63

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 $40.9B AUM 35.96% 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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Madison Wealth Management's BBU Position: Q2 2020 in Review

Madison Wealth Management sold out of Brookfield Business Partners (BBU) in Q2 2020, closing a stake of 46,178 shares — an estimated $754K sold.

Madison Wealth Management first reported a position in BBU in Q4 2019 and held it in 2 quarters. The position peaked at $1.15M in Q4 2019. 69 funds tracked by Wall St. Rank hold BBU as of Q2 2020.

  • Madison Wealth Management reported no remaining Brookfield Business Partners position as of Q2 2020 after selling out during the quarter.
  • Madison Wealth Management sold 46,178 Brookfield Business Partners shares in Q2 2020, an estimated $754K.
  • Madison Wealth Management first reported a position in Brookfield Business Partners in Q4 2019 and held it in 2 quarters.
  • Madison Wealth Management's Brookfield Business Partners position peaked at $1.15M in Q4 2019.
  • 69 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q2 2020.

Based on Madison Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.