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Bellwether Investment Group’s Brookfield Infrastructure Partners BIP Stock Holding History

Bellwether Investment Group’s Portfolio BIP Stock Details BIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,566
Closed -$105K – 132
2017
Q1 		$105K Buy
4,566
+54
+1% +$1.16K 0.28% 88
2016
Q4 		$90K Buy
+4,512
New +$88.9K 0.08% 212
2016
Q2 		$88K Buy
+4,886
New +$82.8K 0.1% 182

Other funds holding BIP

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Bellwether Investment Group's BIP Position: Q2 2017 in Review

Bellwether Investment Group sold out of Brookfield Infrastructure Partners (BIP) in Q2 2017, closing a stake of 4,566 shares — an estimated $105K sold.

Bellwether Investment Group first reported a position in BIP in Q2 2016 and held it in 3 quarters. The position peaked at $105K in Q1 2017. 227 funds tracked by Wall St. Rank hold BIP as of Q2 2017.

  • Bellwether Investment Group reported no remaining Brookfield Infrastructure Partners position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 4,566 Brookfield Infrastructure Partners shares in Q2 2017, an estimated $105K.
  • Bellwether Investment Group first reported a position in Brookfield Infrastructure Partners in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Brookfield Infrastructure Partners position peaked at $105K in Q1 2017.
  • 227 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.