McKinley Carter Wealth Services’s Brookfield Infrastructure Partners BIP Stock Holding History

McKinley Carter 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
2022 Q3	–	Sell	-5,291	Closed	-$202K	–	283
2022 Q2	$202K	Sell	5,291 -1	-0%	-$41	0.02%	285
2022 Q1	$234K	Hold	5,292	–	–	0.02%	266
2021 Q4	$215K	Buy	+5,292	New	+$204K	0.02%	280
2021 Q3	–	Sell	-6,015	Closed	-$223K	–	288
2021 Q2	$223K	Hold	6,015	–	–	0.02%	268
2021 Q1	$213K	Sell	6,015 -408	-6%	-$14.2K	0.02%	276
2020 Q4	$211K	Buy	+6,423	New	+$209K	0.03%	247
2018 Q2	–	Sell	-8,412	Closed	-$209K	–	185
2018 Q1	$209K	Buy	8,412 +219	+3%	+$5.44K	0.07%	153
2017 Q4	$219K	Hold	8,193	–	–	0.08%	147
2017 Q3	$210K	Buy	+8,193	New	+$206K	0.08%	139

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Royal Bank of Canada

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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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return