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Bogart Wealth LLC’s Brookfield Infrastructure Partners BIP Stock Holding History

Bogart Wealth LLC’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
2020
Q4 		– Sell
-104
Closed -$3K – 457
2020
Q3 		$3K Hold
104
– – ﹤0.01% 378
2020
Q2 		$3K Hold
104
– – ﹤0.01% 361
2020
Q1 		$2K Sell
104
-96
-48% -$2.81K ﹤0.01% 362
2019
Q4 		$6K Buy
200
+84
+72% +$2.52K ﹤0.01% 315
2019
Q3 		$3K Buy
+116
New +$3.15K ﹤0.01% 315

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TD Asset Management
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bogart Wealth LLC's BIP Position: Q4 2020 in Review

Bogart Wealth LLC sold out of Brookfield Infrastructure Partners (BIP) in Q4 2020, closing a stake of 104 shares — an estimated $3K sold.

Bogart Wealth LLC first reported a position in BIP in Q3 2019 and held it in 5 quarters. The position peaked at $6K in Q4 2019. 322 funds tracked by Wall St. Rank hold BIP as of Q4 2020.

  • Bogart Wealth LLC reported no remaining Brookfield Infrastructure Partners position as of Q4 2020 after selling out during the quarter.
  • Bogart Wealth LLC sold 104 Brookfield Infrastructure Partners shares in Q4 2020, an estimated $3K.
  • Bogart Wealth LLC first reported a position in Brookfield Infrastructure Partners in Q3 2019 and held it in 5 quarters.
  • Bogart Wealth LLC's Brookfield Infrastructure Partners position peaked at $6K in Q4 2019.
  • 322 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2020.

Based on Bogart Wealth LLC's 13F filing for Q4 2020, filed 14 Jan 2021.