Polaris Wealth Advisory Group’s Brookfield Business Partners BBU Stock Holding History

Polaris Wealth Advisory 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
2018 Q4	–	Sell	-47	Closed	-$1K	–	168
2018 Q3	$1K	Buy	+47	New	+$1.25K	﹤0.01%	492
2018 Q2	–	Sell	-47	Closed	-$1K	–	263
2018 Q1	$1K	Buy	+47	New	+$1.1K	﹤0.01%	444

Other funds holding BBU

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 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 $672B AUM 33.48% 1-Year Est. Return

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

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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 $52.8B AUM 58.98% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Polaris Wealth Advisory Group's BBU Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Brookfield Business Partners (BBU) in Q4 2018, closing a stake of 47 shares — an estimated $1K sold.

Polaris Wealth Advisory Group first reported a position in BBU in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 73 funds tracked by Wall St. Rank hold BBU as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Brookfield Business Partners position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 47 Brookfield Business Partners shares in Q4 2018, an estimated $1K.
Polaris Wealth Advisory Group first reported a position in Brookfield Business Partners in Q1 2018 and held it in 2 quarters.
Polaris Wealth Advisory Group's Brookfield Business Partners position peaked at $1K in Q3 2018.
73 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.