SIAG
BBU

Safeguard Investment Advisory Group’s Brookfield Business Partners BBU Stock Holding History

Safeguard Investment 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
2021
Q1 		– Sell
-19
Closed – – 131
2020
Q4 		$0 Buy
+19
New +$421 ﹤0.01% 715

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 $45.6B AUM 44.74% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Safeguard Investment Advisory Group's BBU Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Brookfield Business Partners (BBU) in Q1 2021, closing a stake of 19 shares.

Safeguard Investment Advisory Group first reported a position in BBU in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 73 funds tracked by Wall St. Rank hold BBU as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Brookfield Business Partners position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 19 Brookfield Business Partners shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in Brookfield Business Partners in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Brookfield Business Partners position peaked at $0 in Q4 2020.
  • 73 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.