Gupta Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Gupta Wealth Management’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
2016 Q1	$38K	Sell	2,268 -1,386	-38%	-$20.1K	0.01%	489
2015 Q4	$55K	Hold	3,654	–	–	0.01%	410
2015 Q3	$53K	Buy	3,654 +756	+26%	+$12.2K	0.01%	442
2015 Q2	$51K	Hold	2,898	–	–	0.01%	462
2015 Q1	$52K	Buy	+2,898	New	+$50.5K	0.02%	399

Other funds holding BIP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return

Gupta Wealth Management's BIP Position: Q1 2016 in Review

Gupta Wealth Management reduced its Brookfield Infrastructure Partners (BIP) stake by 38% in Q1 2016, selling an estimated $20.1K and leaving 2,268 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #489.

Gupta Wealth Management first reported a position in BIP in Q1 2015 and has held it in 5 quarters since. The position peaked at $55K in Q4 2015. 179 funds tracked by Wall St. Rank hold BIP as of Q1 2016.

Gupta Wealth Management held 2,268 shares of Brookfield Infrastructure Partners worth $38K as of Q1 2016.
Gupta Wealth Management sold 1,386 Brookfield Infrastructure Partners shares in Q1 2016, an estimated $20.1K.
Brookfield Infrastructure Partners made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #489 holding.
Gupta Wealth Management first reported a position in Brookfield Infrastructure Partners in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Brookfield Infrastructure Partners position peaked at $55K in Q4 2015.
179 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.