RBC
BBU

Roble Belko & Company’s Brookfield Business Partners BBU Stock Holding History

Roble Belko & Company’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
Q1 		– Sell
-17
Closed – – 332
2017
Q4 		$0 Hold
17
– – ﹤0.01% 317
2017
Q3 		$0 Hold
17
– – ﹤0.01% 291
2017
Q2 		$0 Hold
17
– – ﹤0.01% 303
2017
Q1 		$0 Sell
17
-31
-65% -$497 ﹤0.01% 350
2016
Q4 		$1K Hold
48
– – ﹤0.01% 341
2016
Q3 		$1K Hold
48
– – ﹤0.01% 285
2016
Q2 		$1K Buy
+48
New +$612 ﹤0.01% 251

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OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
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Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Roble Belko & Company's BBU Position: Q1 2018 in Review

Roble Belko & Company sold out of Brookfield Business Partners (BBU) in Q1 2018, closing a stake of 17 shares.

Roble Belko & Company first reported a position in BBU in Q2 2016 and held it in 7 quarters. The position peaked at $1K in Q4 2016. 84 funds tracked by Wall St. Rank hold BBU as of Q1 2018.

  • Roble Belko & Company reported no remaining Brookfield Business Partners position as of Q1 2018 after selling out during the quarter.
  • Roble Belko & Company sold 17 Brookfield Business Partners shares in Q1 2018.
  • Roble Belko & Company first reported a position in Brookfield Business Partners in Q2 2016 and held it in 7 quarters.
  • Roble Belko & Company's Brookfield Business Partners position peaked at $1K in Q4 2016.
  • 84 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2018.

Based on Roble Belko & Company's 13F filing for Q1 2018, filed 14 May 2018.