West Paces Advisors’s Brookfield Business Partners BBU Stock Holding History

West Paces Advisors’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 Q3	–	Sell	-11	Closed	-$293	–	476
2018 Q2	$268	Hold	11	–	–	﹤0.01%	482
2018 Q1	$252	Hold	11	–	–	﹤0.01%	445
2017 Q4	$242	Hold	11	–	–	﹤0.01%	465
2017 Q3	$208	Hold	11	–	–	﹤0.01%	467
2017 Q2	$189	Hold	11	–	–	﹤0.01%	499
2017 Q1	$172	Hold	11	–	–	﹤0.01%	498
2016 Q4	$168	Buy	+11	New	+$173	﹤0.01%	550

Other funds holding BBU

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

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

West Paces Advisors's BBU Position: Q3 2018 in Review

West Paces Advisors sold out of Brookfield Business Partners (BBU) in Q3 2018, closing a stake of 11 shares — an estimated $293 sold.

West Paces Advisors first reported a position in BBU in Q4 2016 and held it in 7 quarters. The position peaked at $268 in Q2 2018. 82 funds tracked by Wall St. Rank hold BBU as of Q3 2018.

West Paces Advisors reported no remaining Brookfield Business Partners position as of Q3 2018 after selling out during the quarter.
West Paces Advisors sold 11 Brookfield Business Partners shares in Q3 2018, an estimated $293.
West Paces Advisors first reported a position in Brookfield Business Partners in Q4 2016 and held it in 7 quarters.
West Paces Advisors's Brookfield Business Partners position peaked at $268 in Q2 2018.
82 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q3 2018.

Based on West Paces Advisors's 13F filing for Q3 2018, filed 21 Dec 2023.