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Burt Wealth Advisors’s Brookfield Infrastructure BIPC Stock Holding History

Burt Wealth 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
2020
Q2 		– Sell
-272
Closed -$6K – 407
2020
Q1 		$6K Buy
+272
New +$5.9K ﹤0.01% 296

Other funds holding BIPC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Burt Wealth Advisors's BIPC Position: Q2 2020 in Review

Burt Wealth Advisors sold out of Brookfield Infrastructure (BIPC) in Q2 2020, closing a stake of 272 shares — an estimated $6K sold.

Burt Wealth Advisors first reported a position in BIPC in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 221 funds tracked by Wall St. Rank hold BIPC as of Q2 2020.

  • Burt Wealth Advisors reported no remaining Brookfield Infrastructure position as of Q2 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 272 Brookfield Infrastructure shares in Q2 2020, an estimated $6K.
  • Burt Wealth Advisors first reported a position in Brookfield Infrastructure in Q1 2020 and held it in 1 quarter.
  • Burt Wealth Advisors's Brookfield Infrastructure position peaked at $6K in Q1 2020.
  • 221 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.