OneDigital Investment Advisors’s Brookfield Business Partners BBU Stock Holding History

OneDigital Investment Advisors’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
2019 Q3	–	Sell	-26	Closed	-$1K	–	610
2019 Q2	$1K	Hold	26	–	–	﹤0.01%	1153
2019 Q1	$1K	Hold	26	–	–	﹤0.01%	1077
2018 Q4	$1K	Buy	+26	New	+$631	﹤0.01%	1056
2018 Q3	–	Sell	-26	Closed	-$1K	–	1051
2018 Q2	$1K	Hold	26	–	–	﹤0.01%	1282
2018 Q1	$1K	Hold	26	–	–	﹤0.01%	1276
2017 Q4	$1K	Hold	26	–	–	﹤0.01%	1196
2017 Q3	$1K	Hold	26	–	–	﹤0.01%	996
2017 Q2	$0	Buy	+26	New	+$437	﹤0.01%	1225

Other funds holding BBU

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

OAC

OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

PVI

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

OneDigital Investment Advisors's BBU Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Brookfield Business Partners (BBU) in Q3 2019, closing a stake of 26 shares — an estimated $1K sold.

OneDigital Investment Advisors first reported a position in BBU in Q2 2017 and held it in 8 quarters. The position peaked at $1K in Q2 2019. 76 funds tracked by Wall St. Rank hold BBU as of Q3 2019.

OneDigital Investment Advisors reported no remaining Brookfield Business Partners position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 26 Brookfield Business Partners shares in Q3 2019, an estimated $1K.
OneDigital Investment Advisors first reported a position in Brookfield Business Partners in Q2 2017 and held it in 8 quarters.
OneDigital Investment Advisors's Brookfield Business Partners position peaked at $1K in Q2 2019.
76 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.