New England Private Wealth Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

New England Private Wealth 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
2019 Q4	–	Sell	-21,756	Closed	-$642K	–	90
2019 Q3	$642K	Hold	21,756	–	–	0.16%	83
2019 Q2	$556K	Hold	21,756	–	–	0.13%	86
2019 Q1	$542K	Hold	21,756	–	–	0.14%	87
2018 Q4	$447K	Sell	21,756 -11,004	-34%	-$251K	0.13%	89
2018 Q3	$777K	Sell	32,760 -3,360	-9%	-$79.9K	0.21%	66
2018 Q2	$825K	Hold	36,120	–	–	0.23%	62
2018 Q1	$895K	Hold	36,120	–	–	0.25%	60
2017 Q4	$963K	Hold	36,120	–	–	0.27%	58
2017 Q3	$927K	Buy	36,120 +3,360	+10%	+$84.3K	0.28%	57
2017 Q2	$797K	Hold	32,760	–	–	0.25%	59
2017 Q1	$754K	Buy	32,760 +10,080	+44%	+$216K	0.24%	59
2016 Q4	$452K	Buy	22,680 +5,040	+29%	+$99.3K	0.16%	73
2016 Q3	$364K	Hold	17,640	–	–	0.13%	84
2016 Q2	$317K	Buy	+17,640	New	+$299K	0.12%	84

Other funds holding BIP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

New England Private Wealth Advisors's BIP Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Brookfield Infrastructure Partners (BIP) in Q4 2019, closing a stake of 21,756 shares — an estimated $642K sold.

New England Private Wealth Advisors first reported a position in BIP in Q2 2016 and held it in 14 quarters. The position peaked at $963K in Q4 2017. 309 funds tracked by Wall St. Rank hold BIP as of Q4 2019.

New England Private Wealth Advisors reported no remaining Brookfield Infrastructure Partners position as of Q4 2019 after selling out during the quarter.
New England Private Wealth Advisors sold 21,756 Brookfield Infrastructure Partners shares in Q4 2019, an estimated $642K.
New England Private Wealth Advisors first reported a position in Brookfield Infrastructure Partners in Q2 2016 and held it in 14 quarters.
New England Private Wealth Advisors's Brookfield Infrastructure Partners position peaked at $963K in Q4 2017.
309 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.