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Summit Trail Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Summit Trail 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
2025
Q2 		– Sell
-10,059
Closed -$300K – 1121
2025
Q1 		$300K Sell
10,059
-3,826
-28% -$120K 0.01% 329
2024
Q4 		$441K Buy
+13,885
New +$474K 0.02% 238
2018
Q3 		– Sell
-1,336
Closed -$31K – 296
2018
Q2 		$31K Buy
+1,336
New +$31.4K 0.01% 348

Other funds holding BIP

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Summit Trail Advisors's BIP Position: Q2 2025 in Review

Summit Trail Advisors sold out of Brookfield Infrastructure Partners (BIP) in Q2 2025, closing a stake of 10,059 shares — an estimated $300K sold.

Summit Trail Advisors first reported a position in BIP in Q2 2018 and held it in 3 quarters. The position peaked at $441K in Q4 2024. 327 funds tracked by Wall St. Rank hold BIP as of Q2 2025.

  • Summit Trail Advisors reported no remaining Brookfield Infrastructure Partners position as of Q2 2025 after selling out during the quarter.
  • Summit Trail Advisors sold 10,059 Brookfield Infrastructure Partners shares in Q2 2025, an estimated $300K.
  • Summit Trail Advisors first reported a position in Brookfield Infrastructure Partners in Q2 2018 and held it in 3 quarters.
  • Summit Trail Advisors's Brookfield Infrastructure Partners position peaked at $441K in Q4 2024.
  • 327 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2025.

Based on Summit Trail Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.