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RMR Wealth Builders’s Brookfield Infrastructure Partners BIP Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-792
Closed -$28K – 234
2021
Q1 		$28K Buy
+792
New +$27.6K 0.01% 458
2020
Q3 		– Sell
-771
Closed -$21K – 252
2020
Q2 		$21K Buy
+771
New +$20.6K 0.02% 305

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

RMR Wealth Builders's BIP Position: Q2 2021 in Review

RMR Wealth Builders sold out of Brookfield Infrastructure Partners (BIP) in Q2 2021, closing a stake of 792 shares — an estimated $28K sold.

RMR Wealth Builders first reported a position in BIP in Q2 2020 and held it in 2 quarters. The position peaked at $28K in Q1 2021. 325 funds tracked by Wall St. Rank hold BIP as of Q2 2021.

  • RMR Wealth Builders reported no remaining Brookfield Infrastructure Partners position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 792 Brookfield Infrastructure Partners shares in Q2 2021, an estimated $28K.
  • RMR Wealth Builders first reported a position in Brookfield Infrastructure Partners in Q2 2020 and held it in 2 quarters.
  • RMR Wealth Builders's Brookfield Infrastructure Partners position peaked at $28K in Q1 2021.
  • 325 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.