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Zacks Investment Management’s Brookfield BN Stock Holding History

Zacks Investment Management’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-63,408
Closed -$576K – 671
2013
Q4 		$576K Buy
+63,408
New +$577K 0.02% 337

Other funds holding BN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Zacks Investment Management's BN Position: Q1 2014 in Review

Zacks Investment Management sold out of Brookfield (BN) in Q1 2014, closing a stake of 63,408 shares — an estimated $576K sold.

Zacks Investment Management first reported a position in BN in Q4 2013 and held it in 1 quarter. The position peaked at $576K in Q4 2013. 269 funds tracked by Wall St. Rank hold BN as of Q1 2014.

  • Zacks Investment Management reported no remaining Brookfield position as of Q1 2014 after selling out during the quarter.
  • Zacks Investment Management sold 63,408 Brookfield shares in Q1 2014, an estimated $576K.
  • Zacks Investment Management first reported a position in Brookfield in Q4 2013 and held it in 1 quarter.
  • Zacks Investment Management's Brookfield position peaked at $576K in Q4 2013.
  • 269 funds tracked by Wall St. Rank held Brookfield as of Q1 2014.

Based on Zacks Investment Management's 13F filing for Q1 2014, filed 13 May 2014.