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

Madison Wealth Management’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
2020 Q3	–	Sell	-78,190	Closed	-$775K	–	137
2020 Q2	$775K	Sell	78,190 -420	-0.5%	-$4.13K	0.26%	74
2020 Q1	$634K	Sell	78,610 -105,262	-57%	-$1.7M	0.25%	76
2019 Q4	$3.36M	Buy	+183,872	New	+$3.48M	0.96%	30

Other funds holding BPY

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Madison Wealth Management's BPY Position: Q3 2020 in Review

Madison Wealth Management sold out of Brookfield Property Partners L.P. Limited Partnership Units (BPY) in Q3 2020, closing a stake of 78,190 shares — an estimated $775K sold.

Madison Wealth Management first reported a position in BPY in Q4 2019 and held it in 3 quarters. The position peaked at $3.36M in Q4 2019. 155 funds tracked by Wall St. Rank hold BPY as of Q3 2020.

Madison Wealth Management reported no remaining Brookfield Property Partners L.P. Limited Partnership Units position as of Q3 2020 after selling out during the quarter.
Madison Wealth Management sold 78,190 Brookfield Property Partners L.P. Limited Partnership Units shares in Q3 2020, an estimated $775K.
Madison Wealth Management first reported a position in Brookfield Property Partners L.P. Limited Partnership Units in Q4 2019 and held it in 3 quarters.
Madison Wealth Management's Brookfield Property Partners L.P. Limited Partnership Units position peaked at $3.36M in Q4 2019.
155 funds tracked by Wall St. Rank held Brookfield Property Partners L.P. Limited Partnership Units as of Q3 2020.

Based on Madison Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.