SIM
BBU

Strategic Investment Management’s Brookfield Business Partners BBU Stock Holding History

Strategic Investment Management’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
-20,564
Closed -$317K – 21
2016
Q4 		$317K Hold
20,564
– – 0.03% 40
2016
Q3 		$348K Sell
20,564
-1,608
-7% -$22.5K 0.25% 26
2016
Q2 		$271K Buy
+22,172
New +$283K 0.14% 42

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 $204B AUM 27.99% 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 $2.94B AUM 66.76% 1-Year Est. Return

Strategic Investment Management's BBU Position: Q1 2017 in Review

Strategic Investment Management sold out of Brookfield Business Partners (BBU) in Q1 2017, closing a stake of 20,564 shares — an estimated $317K sold.

Strategic Investment Management first reported a position in BBU in Q2 2016 and held it in 3 quarters. The position peaked at $348K in Q3 2016. 76 funds tracked by Wall St. Rank hold BBU as of Q1 2017.

  • Strategic Investment Management reported no remaining Brookfield Business Partners position as of Q1 2017 after selling out during the quarter.
  • Strategic Investment Management sold 20,564 Brookfield Business Partners shares in Q1 2017, an estimated $317K.
  • Strategic Investment Management first reported a position in Brookfield Business Partners in Q2 2016 and held it in 3 quarters.
  • Strategic Investment Management's Brookfield Business Partners position peaked at $348K in Q3 2016.
  • 76 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2017.

Based on Strategic Investment Management's 13F filing for Q1 2017, filed 15 May 2017.