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Optimum Investment Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Optimum 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
2025
Q3 		$37K Hold
1,125
– – 0.01% 384
2025
Q2 		$37.7K Sell
1,125
-1,485
-57% -$46.6K 0.02% 376
2025
Q1 		$77.8K Hold
2,610
– – 0.04% 276
2024
Q4 		$83K Hold
2,610
– – 0.04% 279
2024
Q3 		$91.5K Hold
2,610
– – 0.04% 284
2024
Q2 		$71.6K Hold
2,610
– – 0.03% 312
2024
Q1 		$81.5K Hold
2,610
– – 0.04% 299
2023
Q4 		$82.2K Hold
2,610
– – 0.04% 285
2023
Q3 		$76.7K Hold
2,610
– – 0.04% 307
2023
Q2 		$95.3K Hold
2,610
– – 0.05% 277
2023
Q1 		$88.1K Hold
2,610
– – 0.05% 285
2022
Q4 		$80.9K Hold
2,610
– – 0.04% 302
2022
Q3 		$94K Hold
2,610
– – 0.05% 284
2022
Q2 		$100K Hold
2,610
– – 0.05% 281
2022
Q1 		$115K Buy
2,610
+12
+0.5% +$484 0.05% 297
2021
Q4 		$105K Buy
2,598
+13
+0.5% +$502 0.04% 330
2021
Q3 		$97K Buy
2,585
+11
+0.4% +$409 0.04% 332
2021
Q2 		$95K Buy
2,574
+13
+0.5% +$470 0.03% 388
2021
Q1 		$91K Buy
2,561
+15
+0.6% +$523 0.03% 384
2020
Q4 		$84K Sell
2,546
-1,486
-37% -$48.4K 0.03% 385
2020
Q3 		$128K Buy
4,032
+16
+0.4% +$471 0.04% 294
2020
Q2 		$110K Buy
4,016
+21
+0.5% +$560 0.04% 314
2020
Q1 		$96K Sell
3,995
-464
-10% -$13.6K 0.04% 314
2019
Q4 		$133K Buy
4,459
+15
+0.3% +$449 0.04% 344
2019
Q3 		$131K Buy
4,444
+17
+0.4% +$461 0.04% 324
2019
Q2 		$113K Buy
4,427
+19
+0.4% +$473 0.04% 352
2019
Q1 		$110K Sell
4,408
-1,240
-22% -$29.1K 0.04% 362
2018
Q4 		$116K Sell
5,648
-2,503
-31% -$57.1K 0.04% 338
2018
Q3 		$194K Buy
8,151
+16
+0.2% +$381 0.05% 308
2018
Q2 		$186K Buy
8,135
+16
+0.2% +$376 0.05% 305
2018
Q1 		$201K Buy
8,119
+13
+0.2% +$323 0.06% 289
2017
Q4 		$216K Buy
8,106
+15
+0.2% +$389 0.07% 281
2017
Q3 		$208K Buy
+8,091
New +$203K 0.07% 272
2016
Q4 		– Sell
-13,660
Closed -$282K – 278
2016
Q3 		$282K Buy
13,660
+2,033
+17% +$39.1K 0.11% 226
2016
Q2 		$209K Buy
+11,627
New +$197K 0.08% 252
2016
Q1 		– Sell
-32,004
Closed -$481K – 272
2015
Q4 		$481K Buy
32,004
+2,520
+9% +$40.1K 0.19% 154
2015
Q3 		$430K Buy
+29,484
New +$476K 0.17% 159
2015
Q1 		$569K Buy
+31,500
New +$549K 0.18% 145
2014
Q3 		– Sell
-6,804
Closed -$113K – 921
2014
Q2 		$113K Hold
6,804
– – 0.04% 330
2014
Q1 		$107K Buy
6,804
+1,764
+35% +$26.4K 0.04% 291
2013
Q4 		$78K Buy
+5,040
New +$77K 0.03% 333

Other funds holding BIP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Optimum Investment Advisors's BIP Position: Q3 2025 in Review

Optimum Investment Advisors held its Brookfield Infrastructure Partners (BIP) position steady in Q3 2025 at 1,125 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #384.

Optimum Investment Advisors first reported a position in BIP in Q4 2013 and has held it in 41 quarters since. The position peaked at $569K in Q1 2015. 325 funds tracked by Wall St. Rank hold BIP as of Q3 2025.

  • Optimum Investment Advisors held 1,125 shares of Brookfield Infrastructure Partners worth $37K as of Q3 2025.
  • Optimum Investment Advisors left its Brookfield Infrastructure Partners share count unchanged in Q3 2025.
  • Brookfield Infrastructure Partners made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #384 holding.
  • Optimum Investment Advisors first reported a position in Brookfield Infrastructure Partners in Q4 2013 and has held it in 41 quarters since.
  • Optimum Investment Advisors's Brookfield Infrastructure Partners position peaked at $569K in Q1 2015.
  • 325 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.