WAM
BBU

Wealthspire Advisors (Maryland)’s Brookfield Business Partners BBU Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q1 		– Hold
0
– – – 2123
2018
Q4 		– Hold
0
– – – 2223
2018
Q3 		– Hold
0
– – – 2002
2018
Q2 		– Hold
0
– – – 2122
2018
Q1 		– Hold
0
– – – 2135
2017
Q3 		– Hold
0
– – – 1959
2017
Q2 		– Hold
0
– – – 1963
2017
Q1 		– Hold
0
– – – 1772
2016
Q4 		– Hold
0
– – – 1622
2016
Q3 		– Hold
0
– – – 1621
2016
Q2 		– Hold
0
– – – 1588

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
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 $45.6B AUM 44.74% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return