NFG
BBU

Next Financial Group’s Brookfield Business Partners BBU Stock Holding History

Next Financial Group’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
2017
Q1 		– Sell
-446
Closed -$7K – 1898
2016
Q4 		$7K Hold
446
– – ﹤0.01% 1791
2016
Q3 		$8K Buy
446
+214
+92% +$3K ﹤0.01% 1735
2016
Q2 		$2K Buy
+232
New +$2.96K ﹤0.01% 1562

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
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return

Next Financial Group's BBU Position: Q1 2017 in Review

Next Financial Group sold out of Brookfield Business Partners (BBU) in Q1 2017, closing a stake of 446 shares — an estimated $7K sold.

Next Financial Group first reported a position in BBU in Q2 2016 and held it in 3 quarters. The position peaked at $8K in Q3 2016. 76 funds tracked by Wall St. Rank hold BBU as of Q1 2017.

  • Next Financial Group reported no remaining Brookfield Business Partners position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 446 Brookfield Business Partners shares in Q1 2017, an estimated $7K.
  • Next Financial Group first reported a position in Brookfield Business Partners in Q2 2016 and held it in 3 quarters.
  • Next Financial Group's Brookfield Business Partners position peaked at $8K in Q3 2016.
  • 76 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.