PP
BBU

Paloma Partners’s Brookfield Business Partners BBU Stock Holding History

Paloma Partners’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
2020
Q3 		– Sell
-11,303
Closed -$223K – 2085
2020
Q2 		$223K Buy
+11,303
New +$218K ﹤0.01% 1629

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Paloma Partners's BBU Position: Q3 2020 in Review

Paloma Partners sold out of Brookfield Business Partners (BBU) in Q3 2020, closing a stake of 11,303 shares — an estimated $223K sold.

Paloma Partners first reported a position in BBU in Q2 2020 and held it in 1 quarter. The position peaked at $223K in Q2 2020. 68 funds tracked by Wall St. Rank hold BBU as of Q3 2020.

  • Paloma Partners reported no remaining Brookfield Business Partners position as of Q3 2020 after selling out during the quarter.
  • Paloma Partners sold 11,303 Brookfield Business Partners shares in Q3 2020, an estimated $223K.
  • Paloma Partners first reported a position in Brookfield Business Partners in Q2 2020 and held it in 1 quarter.
  • Paloma Partners's Brookfield Business Partners position peaked at $223K in Q2 2020.
  • 68 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q3 2020.

Based on Paloma Partners's 13F filing for Q3 2020, filed 16 Nov 2020.