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Stanford Investment Group’s Brookfield BN Stock Holding History

Stanford Investment Group’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,836
Closed -$33K – 35
2016
Q4 		$33K Sell
2,836
-1,789
-39% -$21.8K 0.02% 179
2016
Q3 		$58K Buy
+4,625
New +$56.6K 0.03% 135

Other funds holding BN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Stanford Investment Group's BN Position: Q1 2017 in Review

Stanford Investment Group sold out of Brookfield (BN) in Q1 2017, closing a stake of 2,836 shares — an estimated $33K sold.

Stanford Investment Group first reported a position in BN in Q3 2016 and held it in 2 quarters. The position peaked at $58K in Q3 2016. 353 funds tracked by Wall St. Rank hold BN as of Q1 2017.

  • Stanford Investment Group reported no remaining Brookfield position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 2,836 Brookfield shares in Q1 2017, an estimated $33K.
  • Stanford Investment Group first reported a position in Brookfield in Q3 2016 and held it in 2 quarters.
  • Stanford Investment Group's Brookfield position peaked at $58K in Q3 2016.
  • 353 funds tracked by Wall St. Rank held Brookfield as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.