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Ropes Wealth Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Ropes 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
2020
Q3 		– Sell
-1,098
Closed -$30K – 608
2020
Q2 		$30K Buy
+1,098
New +$29.3K 0.01% 356
2017
Q3 		– Sell
-277
Closed -$7K – 703
2017
Q2 		$7K Buy
+277
New +$6.55K ﹤0.01% 467

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
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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

Ropes Wealth Advisors's BIP Position: Q3 2020 in Review

Ropes Wealth Advisors sold out of Brookfield Infrastructure Partners (BIP) in Q3 2020, closing a stake of 1,098 shares — an estimated $30K sold.

Ropes Wealth Advisors first reported a position in BIP in Q2 2017 and held it in 2 quarters. The position peaked at $30K in Q2 2020. 305 funds tracked by Wall St. Rank hold BIP as of Q3 2020.

  • Ropes Wealth Advisors reported no remaining Brookfield Infrastructure Partners position as of Q3 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,098 Brookfield Infrastructure Partners shares in Q3 2020, an estimated $30K.
  • Ropes Wealth Advisors first reported a position in Brookfield Infrastructure Partners in Q2 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Brookfield Infrastructure Partners position peaked at $30K in Q2 2020.
  • 305 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2020.

Based on Ropes Wealth Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.