CWS
BIP icon

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 		– Sell
-7,434
Closed -$236K – 308
2020
Q3 		$236K Buy
+7,434
New +$219K 0.06% 225

Other funds holding BIP

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B 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
Morgan Stanley New York $1.66T AUM 25.57% 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. 306 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.
  • 306 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.