Burt Wealth Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Burt Wealth 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
2021 Q1	–	Sell	-2,451	Closed	-$81K	–	121
2020 Q4	$81K	Hold	2,451	–	–	0.03%	143
2020 Q3	$78K	Hold	2,451	–	–	0.03%	142
2020 Q2	$67K	Hold	2,451	–	–	0.03%	154
2020 Q1	$59K	Sell	2,451 -294	-11%	-$8.59K	0.03%	152
2019 Q4	$82K	Hold	2,745	–	–	0.03%	138
2019 Q3	$81K	Buy	+2,745	New	+$74.4K	0.03%	139
2019 Q2	–	Hold	0	–	–	–	139
2019 Q1	–	Hold	0	–	–	–	141
2018 Q4	–	Hold	0	–	–	–	143
2018 Q3	–	Hold	0	–	–	–	147
2018 Q2	–	Hold	0	–	–	–	140
2018 Q1	–	Hold	0	–	–	–	133

Other funds holding BIP

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Burt Wealth Advisors's BIP Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Brookfield Infrastructure Partners (BIP) in Q1 2021, closing a stake of 2,451 shares — an estimated $81K sold.

Burt Wealth Advisors first reported a position in BIP in Q3 2019 and held it in 6 quarters. The position peaked at $82K in Q4 2019. 323 funds tracked by Wall St. Rank hold BIP as of Q1 2021.

Burt Wealth Advisors reported no remaining Brookfield Infrastructure Partners position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 2,451 Brookfield Infrastructure Partners shares in Q1 2021, an estimated $81K.
Burt Wealth Advisors first reported a position in Brookfield Infrastructure Partners in Q3 2019 and held it in 6 quarters.
Burt Wealth Advisors's Brookfield Infrastructure Partners position peaked at $82K in Q4 2019.
323 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.