MD Financial Management
BIPC icon

MD Financial Management’s Brookfield Infrastructure BIPC Stock Holding History

MD Financial Management’s Portfolio BIPC Stock Details BIPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-300
Closed -$12K – 307
2021
Q3 		$12K Hold
300
– – ﹤0.01% 283
2021
Q2 		$18K Hold
300
– – ﹤0.01% 276
2021
Q1 		$15K Buy
+300
New +$13.5K ﹤0.01% 210

Other funds holding BIPC

Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
OMERS Administration Corp
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.95% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

MD Financial Management's BIPC Position: Q4 2021 in Review

MD Financial Management sold out of Brookfield Infrastructure (BIPC) in Q4 2021, closing a stake of 300 shares — an estimated $12K sold.

MD Financial Management first reported a position in BIPC in Q1 2021 and held it in 3 quarters. The position peaked at $18K in Q2 2021. 299 funds tracked by Wall St. Rank hold BIPC as of Q4 2021.

  • MD Financial Management reported no remaining Brookfield Infrastructure position as of Q4 2021 after selling out during the quarter.
  • MD Financial Management sold 300 Brookfield Infrastructure shares in Q4 2021, an estimated $12K.
  • MD Financial Management first reported a position in Brookfield Infrastructure in Q1 2021 and held it in 3 quarters.
  • MD Financial Management's Brookfield Infrastructure position peaked at $18K in Q2 2021.
  • 299 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.