RFA
BBU

Reilly Financial Advisors’s Brookfield Business Partners BBU Stock Holding History

Reilly Financial 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
2017
Q1 		– Sell
-14
Closed – – 921
2016
Q4 		$0 Hold
14
– – ﹤0.01% 836
2016
Q3 		$0 Hold
14
– – ﹤0.01% 834
2016
Q2 		$0 Buy
+14
New +$178 ﹤0.01% 814

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

Reilly Financial Advisors's BBU Position: Q1 2017 in Review

Reilly Financial Advisors sold out of Brookfield Business Partners (BBU) in Q1 2017, closing a stake of 14 shares.

Reilly Financial Advisors first reported a position in BBU in Q2 2016 and held it in 3 quarters. The position peaked at $0 in Q4 2016. 76 funds tracked by Wall St. Rank hold BBU as of Q1 2017.

  • Reilly Financial Advisors reported no remaining Brookfield Business Partners position as of Q1 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 14 Brookfield Business Partners shares in Q1 2017.
  • Reilly Financial Advisors first reported a position in Brookfield Business Partners in Q2 2016 and held it in 3 quarters.
  • Reilly Financial Advisors's Brookfield Business Partners position peaked at $0 in Q4 2016.
  • 76 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2017.

Based on Reilly Financial Advisors's 13F filing for Q1 2017, filed 18 Apr 2017.