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Cavalier Investments’s Brookfield Infrastructure Partners BIP Stock Holding History

Cavalier Investments’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
2018
Q2 		– Sell
-27,720
Closed -$687K – 157
2018
Q1 		$687K Hold
27,720
– – 0.24% 77
2017
Q4 		$739K Buy
+27,720
New +$718K 0.3% 76

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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 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

Cavalier Investments's BIP Position: Q2 2018 in Review

Cavalier Investments sold out of Brookfield Infrastructure Partners (BIP) in Q2 2018, closing a stake of 27,720 shares — an estimated $687K sold.

Cavalier Investments first reported a position in BIP in Q4 2017 and held it in 2 quarters. The position peaked at $739K in Q4 2017. 248 funds tracked by Wall St. Rank hold BIP as of Q2 2018.

  • Cavalier Investments reported no remaining Brookfield Infrastructure Partners position as of Q2 2018 after selling out during the quarter.
  • Cavalier Investments sold 27,720 Brookfield Infrastructure Partners shares in Q2 2018, an estimated $687K.
  • Cavalier Investments first reported a position in Brookfield Infrastructure Partners in Q4 2017 and held it in 2 quarters.
  • Cavalier Investments's Brookfield Infrastructure Partners position peaked at $739K in Q4 2017.
  • 248 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2018.

Based on Cavalier Investments's 13F filing for Q2 2018, filed 3 Aug 2018.