THWM
BBU

Taylor Hoffman Wealth Management’s Brookfield Business Partners BBU Stock Holding History

Taylor Hoffman Wealth 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
2018
Q1 		– Sell
-5
Closed – – 441
2017
Q4 		$0 Buy
+5
New +$99 ﹤0.01% 442

Other funds holding BBU

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 $40.9B AUM 35.96% 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

Taylor Hoffman Wealth Management's BBU Position: Q1 2018 in Review

Taylor Hoffman Wealth Management sold out of Brookfield Business Partners (BBU) in Q1 2018, closing a stake of 5 shares.

Taylor Hoffman Wealth Management first reported a position in BBU in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 84 funds tracked by Wall St. Rank hold BBU as of Q1 2018.

  • Taylor Hoffman Wealth Management reported no remaining Brookfield Business Partners position as of Q1 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 5 Brookfield Business Partners shares in Q1 2018.
  • Taylor Hoffman Wealth Management first reported a position in Brookfield Business Partners in Q4 2017 and held it in 1 quarter.
  • Taylor Hoffman Wealth Management's Brookfield Business Partners position peaked at $0 in Q4 2017.
  • 84 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2018, filed 10 May 2018.