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

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Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $75.5B AUM 35.56% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return