TRUE Private Wealth Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-168	Closed	-$5K	–	284
2020 Q4	$5K	Hold	168	–	–	﹤0.01%	602
2020 Q3	$5K	Hold	168	–	–	﹤0.01%	558
2020 Q2	$4K	Hold	168	–	–	﹤0.01%	574
2020 Q1	$4K	Sell	168 -20	-11%	-$584	﹤0.01%	535
2019 Q4	$5K	Buy	+188	New	+$5.63K	﹤0.01%	669
2019 Q3	–	Sell	-188	Closed	-$4K	–	270
2019 Q2	$4K	Buy	+188	New	+$4.68K	﹤0.01%	653
2018 Q4	–	Sell	-188	Closed	-$4.47K	–	308
2018 Q3	$4.47K	Buy	+188	New	+$4.47K	﹤0.01%	912

Other funds holding BIP

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

TRUE Private Wealth Advisors's BIP Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Brookfield Infrastructure Partners (BIP) in Q1 2021, closing a stake of 168 shares — an estimated $5K sold.

TRUE Private Wealth Advisors first reported a position in BIP in Q3 2018 and held it in 7 quarters. The position peaked at $5K in Q4 2020. 323 funds tracked by Wall St. Rank hold BIP as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Brookfield Infrastructure Partners position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 168 Brookfield Infrastructure Partners shares in Q1 2021, an estimated $5K.
TRUE Private Wealth Advisors first reported a position in Brookfield Infrastructure Partners in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Brookfield Infrastructure Partners position peaked at $5K in Q4 2020.
323 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.