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Benedict Financial Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Benedict Financial Advisors’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
2018
Q1 		– Sell
-12,744
Closed -$340K – 104
2017
Q4 		$340K Sell
12,744
-1,770
-12% -$45.9K 0.16% 87
2017
Q3 		$373K Hold
14,514
– – 0.19% 85
2017
Q2 		$349K Buy
+14,514
New +$343K 0.18% 86

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Principal Financial Group
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Neuberger Berman Group
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Benedict Financial Advisors's BIP Position: Q1 2018 in Review

Benedict Financial Advisors sold out of Brookfield Infrastructure Partners (BIP) in Q1 2018, closing a stake of 12,744 shares — an estimated $340K sold.

Benedict Financial Advisors first reported a position in BIP in Q2 2017 and held it in 3 quarters. The position peaked at $373K in Q3 2017. 247 funds tracked by Wall St. Rank hold BIP as of Q1 2018.

  • Benedict Financial Advisors reported no remaining Brookfield Infrastructure Partners position as of Q1 2018 after selling out during the quarter.
  • Benedict Financial Advisors sold 12,744 Brookfield Infrastructure Partners shares in Q1 2018, an estimated $340K.
  • Benedict Financial Advisors first reported a position in Brookfield Infrastructure Partners in Q2 2017 and held it in 3 quarters.
  • Benedict Financial Advisors's Brookfield Infrastructure Partners position peaked at $373K in Q3 2017.
  • 247 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2018.

Based on Benedict Financial Advisors's 13F filing for Q1 2018, filed 2 May 2018.