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 Q3	–	Sell	-10,109	Closed	-$298K	–	285
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 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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

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

Cypress Wealth Services's BIP Position: Q3 2020 in Review

Cypress Wealth Services sold out of Brookfield Infrastructure Partners (BIP) in Q3 2020, closing a stake of 10,109 shares — an estimated $298K sold.

Cypress Wealth Services first reported a position in BIP in Q2 2018 and held it in 9 quarters. The position peaked at $353K in Q3 2019. 305 funds tracked by Wall St. Rank hold BIP as of Q3 2020.

Cypress Wealth Services reported no remaining Brookfield Infrastructure Partners position as of Q3 2020 after selling out during the quarter.
Cypress Wealth Services sold 10,109 Brookfield Infrastructure Partners shares in Q3 2020, an estimated $298K.
Cypress Wealth Services first reported a position in Brookfield Infrastructure Partners in Q2 2018 and held it in 9 quarters.
Cypress Wealth Services's Brookfield Infrastructure Partners position peaked at $353K in Q3 2019.
305 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2020.

Based on Cypress Wealth Services's 13F filing for Q3 2020, filed 23 Oct 2020.