MFS
BBU

MSI Financial Services’s Brookfield Business Partners BBU Stock Holding History

MSI 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
2016
Q4 		$1K Hold
33
– – ﹤0.01% 3628
2016
Q3 		$1K Hold
33
– – ﹤0.01% 3652
2016
Q2 		$0 Buy
+33
New +$421 ﹤0.01% 3918

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 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

MSI Financial Services's BBU Position: Q4 2016 in Review

MSI Financial Services held its Brookfield Business Partners (BBU) position steady in Q4 2016 at 33 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #3628.

MSI Financial Services first reported a position in BBU in Q2 2016 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold BBU as of Q4 2016.

  • MSI Financial Services held 33 shares of Brookfield Business Partners worth $1K as of Q4 2016.
  • MSI Financial Services left its Brookfield Business Partners share count unchanged in Q4 2016.
  • Brookfield Business Partners made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3628 holding.
  • MSI Financial Services first reported a position in Brookfield Business Partners in Q2 2016 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.