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Berman Capital Advisors’s Brookfield Infrastructure BIPC Stock Holding History

Berman Capital Advisors’s Portfolio BIPC Stock Details BIPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$15K Hold
378
– – ﹤0.01% 1063
2021
Q2 		$19K Buy
378
+28
+8% +$1.35K ﹤0.01% 922
2021
Q1 		$17K Sell
350
-231
-40% -$10.4K ﹤0.01% 835
2020
Q4 		$27K Hold
581
– – 0.01% 583
2020
Q3 		$21K Buy
+581
New +$19.3K 0.01% 561

Other funds holding BIPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berman Capital Advisors's BIPC Position: Q3 2021 in Review

Berman Capital Advisors held its Brookfield Infrastructure (BIPC) position steady in Q3 2021 at 378 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Berman Capital Advisors first reported a position in BIPC in Q3 2020 and has held it in 5 quarters since. The position peaked at $27K in Q4 2020. 268 funds tracked by Wall St. Rank hold BIPC as of Q3 2021.

  • Berman Capital Advisors held 378 shares of Brookfield Infrastructure worth $15K as of Q3 2021.
  • Berman Capital Advisors left its Brookfield Infrastructure share count unchanged in Q3 2021.
  • Brookfield Infrastructure made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1063 holding.
  • Berman Capital Advisors first reported a position in Brookfield Infrastructure in Q3 2020 and has held it in 5 quarters since.
  • Berman Capital Advisors's Brookfield Infrastructure position peaked at $27K in Q4 2020.
  • 268 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.