Walled Lake Planning & Wealth Management’s Brookfield BN Stock Holding History

Walled Lake Planning & Wealth Management’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
2020 Q3	–	Sell	-7,306	Closed	-$129K	–	343
2020 Q2	$129K	Sell	7,306 -1	-0%	-$18	0.11%	79
2020 Q1	$115K	Hold	7,307	–	–	0.11%	78
2019 Q4	$151K	Buy	+7,307	New	+$146K	0.11%	75

Other funds holding BN

PVI

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

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

Walled Lake Planning & Wealth Management's BN Position: Q3 2020 in Review

Walled Lake Planning & Wealth Management sold out of Brookfield (BN) in Q3 2020, closing a stake of 7,306 shares — an estimated $129K sold.

Walled Lake Planning & Wealth Management first reported a position in BN in Q4 2019 and held it in 3 quarters. The position peaked at $151K in Q4 2019. 522 funds tracked by Wall St. Rank hold BN as of Q3 2020.

Walled Lake Planning & Wealth Management reported no remaining Brookfield position as of Q3 2020 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 7,306 Brookfield shares in Q3 2020, an estimated $129K.
Walled Lake Planning & Wealth Management first reported a position in Brookfield in Q4 2019 and held it in 3 quarters.
Walled Lake Planning & Wealth Management's Brookfield position peaked at $151K in Q4 2019.
522 funds tracked by Wall St. Rank held Brookfield as of Q3 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.