YWP
BBU

YorkBridge Wealth Partners’s Brookfield Business Partners BBU Stock Holding History

YorkBridge Wealth 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
-11
Closed – – 877
2017
Q1 		$0 Hold
11
– – ﹤0.01% 877
2016
Q4 		$0 Buy
+11
New +$173 ﹤0.01% 888

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
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
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 $40.9B AUM 35.96% 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 $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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

YorkBridge Wealth Partners's BBU Position: Q2 2017 in Review

YorkBridge Wealth Partners sold out of Brookfield Business Partners (BBU) in Q2 2017, closing a stake of 11 shares.

YorkBridge Wealth Partners first reported a position in BBU in Q4 2016 and held it in 2 quarters. The position peaked at $0 in Q1 2017. 78 funds tracked by Wall St. Rank hold BBU as of Q2 2017.

  • YorkBridge Wealth Partners reported no remaining Brookfield Business Partners position as of Q2 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 11 Brookfield Business Partners shares in Q2 2017.
  • YorkBridge Wealth Partners first reported a position in Brookfield Business Partners in Q4 2016 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Brookfield Business Partners position peaked at $0 in Q1 2017.
  • 78 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q2 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2017, filed 14 Aug 2017.