Moneta Group Investment Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Moneta Group Investment Advisors’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
2018 Q3	–	Sell	-22,470	Closed	-$514K	–	248
2018 Q2	$514K	Hold	22,470	–	–	0.06%	169
2018 Q1	$557K	Sell	22,470 -944	-4%	-$23.4K	0.08%	116
2017 Q4	$625K	Sell	23,414 -8,400	-26%	-$218K	0.1%	105
2017 Q3	$817K	Hold	31,814	–	–	0.13%	81
2017 Q2	$775K	Hold	31,814	–	–	0.13%	96
2017 Q1	$732K	Hold	31,814	–	–	0.15%	66
2016 Q4	$634K	Hold	31,814	–	–	0.13%	72
2016 Q3	$656K	Sell	31,814 -1	-0%	-$19	0.15%	63
2016 Q2	$571K	Hold	31,815	–	–	0.12%	102
2016 Q1	$532K	Hold	31,815	–	–	0.12%	104
2015 Q4	$479K	Buy	31,815 +28,350	+818%	+$451K	0.12%	83
2015 Q3	$51K	Buy	+3,465	New	+$56K	0.01%	226

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TD Asset Management

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Principal Financial Group

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Capital World Investors

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

Neuberger Berman Group

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Toronto Dominion Bank

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return