MWM
BBU

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

Mascoma 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
2018
Q3 		– Sell
-2
Closed – – 396
2018
Q2 		$0 Hold
2
– – ﹤0.01% 395
2018
Q1 		$0 Hold
2
– – ﹤0.01% 372
2017
Q4 		$0 Hold
2
– – ﹤0.01% 375
2017
Q3 		$0 Hold
2
– – ﹤0.01% 397
2017
Q2 		$0 Buy
+2
New +$34 ﹤0.01% 410

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mascoma Wealth Management's BBU Position: Q3 2018 in Review

Mascoma Wealth Management sold out of Brookfield Business Partners (BBU) in Q3 2018, closing a stake of 2 shares.

Mascoma Wealth Management first reported a position in BBU in Q2 2017 and held it in 5 quarters. The position peaked at $0 in Q2 2018. 82 funds tracked by Wall St. Rank hold BBU as of Q3 2018.

  • Mascoma Wealth Management reported no remaining Brookfield Business Partners position as of Q3 2018 after selling out during the quarter.
  • Mascoma Wealth Management sold 2 Brookfield Business Partners shares in Q3 2018.
  • Mascoma Wealth Management first reported a position in Brookfield Business Partners in Q2 2017 and held it in 5 quarters.
  • Mascoma Wealth Management's Brookfield Business Partners position peaked at $0 in Q2 2018.
  • 82 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q3 2018.

Based on Mascoma Wealth Management's 13F filing for Q3 2018, filed 8 Nov 2018.