Waldron Private Wealth’s Brookfield Infrastructure Partners BIP Stock Holding History

Waldron Private Wealth’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 Q1	–	Sell	-7,560	Closed	-$224K	–	247
2019 Q4	$224K	Hold	7,560	–	–	0.02%	245
2019 Q3	$223K	Buy	+7,560	New	+$205K	0.02%	227
2018 Q1	–	Sell	-7,560	Closed	-$201K	–	177
2017 Q4	$201K	Buy	+7,560	New	+$196K	0.05%	165

Other funds holding BIP

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Waldron Private Wealth's BIP Position: Q1 2020 in Review

Waldron Private Wealth sold out of Brookfield Infrastructure Partners (BIP) in Q1 2020, closing a stake of 7,560 shares — an estimated $224K sold.

Waldron Private Wealth first reported a position in BIP in Q4 2017 and held it in 3 quarters. The position peaked at $224K in Q4 2019. 290 funds tracked by Wall St. Rank hold BIP as of Q1 2020.

Waldron Private Wealth reported no remaining Brookfield Infrastructure Partners position as of Q1 2020 after selling out during the quarter.
Waldron Private Wealth sold 7,560 Brookfield Infrastructure Partners shares in Q1 2020, an estimated $224K.
Waldron Private Wealth first reported a position in Brookfield Infrastructure Partners in Q4 2017 and held it in 3 quarters.
Waldron Private Wealth's Brookfield Infrastructure Partners position peaked at $224K in Q4 2019.
290 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2020.

Based on Waldron Private Wealth's 13F filing for Q1 2020, filed 5 May 2020.