Valeo Financial Advisors’s Brookfield Property Partners L.P. Limited Partnership Units BPY Stock Holding History

Valeo Financial Advisors’s Portfolio BPY Stock Details BPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-7,706	Closed	-$76K	–	2272
2020 Q2	$76K	Buy	7,706 +102	+1%	+$1K	0.01%	590
2020 Q1	$78K	Buy	7,604 +4,160	+121%	+$67.4K	0.01%	483
2019 Q4	$63K	Buy	3,444 +50	+1%	+$946	0.01%	570
2019 Q3	$69K	Buy	3,394 +53	+2%	+$1.02K	0.01%	514
2019 Q2	$63K	Buy	+3,341	New	+$66.6K	0.01%	538

Other funds holding BPY

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Valeo Financial Advisors's BPY Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Brookfield Property Partners L.P. Limited Partnership Units (BPY) in Q3 2020, closing a stake of 7,706 shares — an estimated $76K sold.

Valeo Financial Advisors first reported a position in BPY in Q2 2019 and held it in 5 quarters. The position peaked at $78K in Q1 2020. 155 funds tracked by Wall St. Rank hold BPY as of Q3 2020.

Valeo Financial Advisors reported no remaining Brookfield Property Partners L.P. Limited Partnership Units position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 7,706 Brookfield Property Partners L.P. Limited Partnership Units shares in Q3 2020, an estimated $76K.
Valeo Financial Advisors first reported a position in Brookfield Property Partners L.P. Limited Partnership Units in Q2 2019 and held it in 5 quarters.
Valeo Financial Advisors's Brookfield Property Partners L.P. Limited Partnership Units position peaked at $78K in Q1 2020.
155 funds tracked by Wall St. Rank held Brookfield Property Partners L.P. Limited Partnership Units as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.