LifePlan Financial Group’s Brookfield Infrastructure Partners BIP Stock Holding History

LifePlan Financial Group’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	$33K	Hold	1,046	–	–	0.01%	284
2020 Q2	$29K	Hold	1,046	–	–	0.01%	292
2020 Q1	$25K	Sell	1,046 -125	-11%	-$3.65K	0.01%	285
2019 Q4	$35K	Hold	1,171	–	–	0.02%	284
2019 Q3	$35K	Hold	1,171	–	–	0.02%	282
2019 Q2	$30K	Hold	1,171	–	–	0.01%	293
2019 Q1	$29K	Hold	1,171	–	–	0.02%	301
2018 Q4	$24K	Hold	1,171	–	–	0.02%	308
2018 Q3	$28K	Hold	1,171	–	–	0.02%	300
2018 Q2	$27K	Hold	1,171	–	–	0.02%	301
2018 Q1	$29K	Buy	+1,171	New	+$29.1K	0.02%	277

Other funds holding BIP

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

LifePlan Financial Group's BIP Position: Q3 2020 in Review

LifePlan Financial Group held its Brookfield Infrastructure Partners (BIP) position steady in Q3 2020 at 1,046 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #284.

LifePlan Financial Group first reported a position in BIP in Q1 2018 and has held it in 11 quarters since. The position peaked at $35K in Q4 2019. 306 funds tracked by Wall St. Rank hold BIP as of Q3 2020.

LifePlan Financial Group held 1,046 shares of Brookfield Infrastructure Partners worth $33K as of Q3 2020.
LifePlan Financial Group left its Brookfield Infrastructure Partners share count unchanged in Q3 2020.
Brookfield Infrastructure Partners made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #284 holding.
LifePlan Financial Group first reported a position in Brookfield Infrastructure Partners in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Brookfield Infrastructure Partners position peaked at $35K in Q4 2019.
306 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.