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

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Capital World Investors

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

Principal Financial Group

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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 $75.5B AUM 35.56% 1-Year Est. Return

Neuberger Berman Group

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

CIBC Asset Management

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