OPS
BIP icon

Orion Portfolio Solutions’s Brookfield Infrastructure Partners BIP Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-300
Closed -$8K – 607
2020
Q2 		$8K Hold
300
– – ﹤0.01% 1274
2020
Q1 		$7K Sell
300
-36
-11% -$1.05K ﹤0.01% 1180
2019
Q4 		$10K Buy
+336
New +$10.1K ﹤0.01% 988

Other funds holding BIP

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Orion Portfolio Solutions's BIP Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Brookfield Infrastructure Partners (BIP) in Q3 2020, closing a stake of 300 shares — an estimated $8K sold.

Orion Portfolio Solutions first reported a position in BIP in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 305 funds tracked by Wall St. Rank hold BIP as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Brookfield Infrastructure Partners position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 300 Brookfield Infrastructure Partners shares in Q3 2020, an estimated $8K.
  • Orion Portfolio Solutions first reported a position in Brookfield Infrastructure Partners in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Brookfield Infrastructure Partners position peaked at $10K in Q4 2019.
  • 305 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.