Mount Yale Investment Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Mount Yale 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
2026 Q1	$1.95M	Buy	54,123 +1,983	+4%	+$72.8K	0.05%	373
2025 Q4	$1.81M	Buy	52,140 +12,235	+31%	+$426K	0.09%	207
2025 Q3	$1.31M	Buy	+39,905	New	+$1.26M	0.09%	231
2018 Q3	–	Sell	-470	Closed	-$11K	–	943
2018 Q2	$11K	Hold	470	–	–	﹤0.01%	866
2018 Q1	$12K	Buy	+470	New	+$11.7K	﹤0.01%	830

Other funds holding BIP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Mount Yale Investment Advisors's BIP Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Brookfield Infrastructure Partners (BIP) stake by 3.8% in Q1 2026, buying an estimated $72.8K and bringing the position to 54,123 shares worth $1.95M. The position accounts for 0.05% of the portfolio, ranked #373.

Mount Yale Investment Advisors first reported a position in BIP in Q1 2018 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold BIP as of Q1 2026.

Mount Yale Investment Advisors held 54,123 shares of Brookfield Infrastructure Partners worth $1.95M as of Q1 2026.
Mount Yale Investment Advisors bought 1,983 Brookfield Infrastructure Partners shares in Q1 2026, an estimated $72.8K.
Brookfield Infrastructure Partners made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #373 holding.
Mount Yale Investment Advisors first reported a position in Brookfield Infrastructure Partners in Q1 2018 and has held it in 5 quarters since.
351 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.