Selective Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-450	Closed	-$16K	–	181
2022 Q3	$16K	Hold	450	–	–	0.01%	459
2022 Q2	$17K	Hold	450	–	–	0.01%	487
2022 Q1	$20K	Hold	450	–	–	0.01%	445
2021 Q4	$18K	Hold	450	–	–	0.01%	421
2021 Q3	$17K	Hold	450	–	–	0.01%	378
2021 Q2	$17K	Hold	450	–	–	0.01%	291
2021 Q1	$16K	Sell	450 -113	-20%	-$3.94K	0.01%	211
2020 Q4	$19K	Buy	563 +113	+25%	+$3.68K	0.01%	188
2020 Q3	$14K	Buy	+450	New	+$13.2K	0.01%	179

Other funds holding BIP

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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 $245B AUM 31.4% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return