Cypress Wealth Services’s Brookfield Infrastructure Partners BIP Stock Holding History

Cypress Wealth Services’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	–	Hold	0	–	–	–	309
2020 Q3	–	Sell	-10,109	Closed	-$298K	–	287
2020 Q2	$277K	Sell	10,109 -838	-8%	-$22.4K	0.07%	212
2020 Q1	$263K	Sell	10,947 -317	-3%	-$9.26K	0.08%	193
2019 Q4	$335K	Sell	11,264 -693	-6%	-$20.8K	0.08%	181
2019 Q3	$353K	Buy	11,957 +252	+2%	+$6.83K	0.1%	168
2019 Q2	$299K	Buy	11,705 +1,244	+12%	+$31K	0.09%	192
2019 Q1	$261K	Sell	10,461 -4,069	-28%	-$95.6K	0.08%	197
2018 Q4	$299K	Buy	14,530 +1,290	+10%	+$29.4K	0.12%	155
2018 Q3	$314K	Buy	13,240 +57	+0.4%	+$1.36K	0.11%	160
2018 Q2	$301K	Buy	+13,183	New	+$309K	0.11%	160

Other funds holding BIP

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Neuberger Berman Group

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

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