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MPS Loria Financial Planners’s Brookfield BN Stock Holding History

MPS Loria Financial Planners’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-446
Closed -$6K – 112
2017
Q2 		$6K Buy
+446
New +$6K ﹤0.01% 321

Other funds holding BN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

MPS Loria Financial Planners's BN Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of Brookfield (BN) in Q3 2017, closing a stake of 446 shares — an estimated $6K sold.

MPS Loria Financial Planners first reported a position in BN in Q2 2017 and held it in 1 quarter. The position peaked at $6K in Q2 2017. 384 funds tracked by Wall St. Rank hold BN as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining Brookfield position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 446 Brookfield shares in Q3 2017, an estimated $6K.
  • MPS Loria Financial Planners first reported a position in Brookfield in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's Brookfield position peaked at $6K in Q2 2017.
  • 384 funds tracked by Wall St. Rank held Brookfield as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.