Mark Sheptoff Financial Planning’s Brookfield Infrastructure Partners BIP Stock Holding History

Mark Sheptoff Financial Planning’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	-386	Closed	-$11K	–	330
2020 Q2	$11K	Hold	386	–	–	0.01%	250
2020 Q1	$9K	Sell	386 -46	-11%	-$1.34K	0.01%	241
2019 Q4	$13K	Hold	432	–	–	0.01%	258
2019 Q3	$13K	Buy	+432	New	+$11.7K	0.01%	248
2018 Q3	–	Sell	-739	Closed	-$17K	–	361
2018 Q2	$17K	Hold	739	–	–	0.01%	234
2018 Q1	$18K	Buy	+739	New	+$18.3K	0.01%	238

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Mark Sheptoff Financial Planning's BIP Position: Q3 2020 in Review

Mark Sheptoff Financial Planning sold out of Brookfield Infrastructure Partners (BIP) in Q3 2020, closing a stake of 386 shares — an estimated $11K sold.

Mark Sheptoff Financial Planning first reported a position in BIP in Q1 2018 and held it in 6 quarters. The position peaked at $18K in Q1 2018. 305 funds tracked by Wall St. Rank hold BIP as of Q3 2020.

Mark Sheptoff Financial Planning reported no remaining Brookfield Infrastructure Partners position as of Q3 2020 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 386 Brookfield Infrastructure Partners shares in Q3 2020, an estimated $11K.
Mark Sheptoff Financial Planning first reported a position in Brookfield Infrastructure Partners in Q1 2018 and held it in 6 quarters.
Mark Sheptoff Financial Planning's Brookfield Infrastructure Partners position peaked at $18K in Q1 2018.
305 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2020, filed 12 Nov 2020.