WP
BBU

WealthPLAN Partners’s Brookfield Business Partners BBU Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-31
Closed -$487 – 202
2017
Q1 		$487 Buy
+31
New +$497 ﹤0.01% 446
2016
Q3 		$1.85K Sell
115
-145
-56% -$2.03K ﹤0.01% 859
2016
Q2 		$1.51K Buy
+260
New +$3.31K ﹤0.01% 2284

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

WealthPLAN Partners's BBU Position: Q2 2017 in Review

WealthPLAN Partners sold out of Brookfield Business Partners (BBU) in Q2 2017, closing a stake of 31 shares — an estimated $487 sold.

WealthPLAN Partners first reported a position in BBU in Q2 2016 and held it in 3 quarters. The position peaked at $1.85K in Q3 2016. 78 funds tracked by Wall St. Rank hold BBU as of Q2 2017.

  • WealthPLAN Partners reported no remaining Brookfield Business Partners position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 31 Brookfield Business Partners shares in Q2 2017, an estimated $487.
  • WealthPLAN Partners first reported a position in Brookfield Business Partners in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Brookfield Business Partners position peaked at $1.85K in Q3 2016.
  • 78 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.