WA
BBU

WFG Advisors’s Brookfield Business Partners BBU Stock Holding History

WFG 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
2016
Q4 		– Sell
-5
Closed – – 1558
2016
Q3 		$0 Hold
5
– – ﹤0.01% 1572
2016
Q2 		$0 Buy
+5
New +$64 ﹤0.01% 1567

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

WFG Advisors's BBU Position: Q4 2016 in Review

WFG Advisors sold out of Brookfield Business Partners (BBU) in Q4 2016, closing a stake of 5 shares.

WFG Advisors first reported a position in BBU in Q2 2016 and held it in 2 quarters. The position peaked at $0 in Q3 2016. 90 funds tracked by Wall St. Rank hold BBU as of Q4 2016.

  • WFG Advisors reported no remaining Brookfield Business Partners position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 5 Brookfield Business Partners shares in Q4 2016.
  • WFG Advisors first reported a position in Brookfield Business Partners in Q2 2016 and held it in 2 quarters.
  • WFG Advisors's Brookfield Business Partners position peaked at $0 in Q3 2016.
  • 90 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.