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Sanibel Captiva Investment Advisers’s Brookfield Infrastructure Partners BIP Stock Holding History

Sanibel Captiva Investment Advisers’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
2013
Q4 		$4.65M Buy
298,993
+23,497
+9% +$359K 2.87% 5
2013
Q3 		$4.16M Buy
275,496
+69,116
+33% +$1M 3.21% 3
2013
Q2 		$2.99M Buy
+206,380
New +$3.05M 2.91% 6

Other funds holding BIP

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sanibel Captiva Investment Advisers's BIP Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its Brookfield Infrastructure Partners (BIP) stake by 8.5% in Q4 2013, buying an estimated $359K and bringing the position to 298,993 shares worth $4.65M. The position accounts for 2.87% of the portfolio, ranked #5.

Sanibel Captiva Investment Advisers first reported a position in BIP in Q2 2013 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold BIP as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 298,993 shares of Brookfield Infrastructure Partners worth $4.65M as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 23,497 Brookfield Infrastructure Partners shares in Q4 2013, an estimated $359K.
  • Brookfield Infrastructure Partners made up 2.87% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #5 holding.
  • Sanibel Captiva Investment Advisers first reported a position in Brookfield Infrastructure Partners in Q2 2013 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.