Walter & Keenan Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Walter & Keenan 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
2020 Q2	–	Sell	-17,561	Closed	-$403K	–	150
2020 Q1	$403K	Buy	+17,561	New	+$513K	0.16%	73

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

Walter & Keenan Wealth Management's BIP Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of Brookfield Infrastructure Partners (BIP) in Q2 2020, closing a stake of 17,561 shares — an estimated $403K sold.

Walter & Keenan Wealth Management first reported a position in BIP in Q1 2020 and held it in 1 quarter. The position peaked at $403K in Q1 2020. 299 funds tracked by Wall St. Rank hold BIP as of Q2 2020.

Walter & Keenan Wealth Management reported no remaining Brookfield Infrastructure Partners position as of Q2 2020 after selling out during the quarter.
Walter & Keenan Wealth Management sold 17,561 Brookfield Infrastructure Partners shares in Q2 2020, an estimated $403K.
Walter & Keenan Wealth Management first reported a position in Brookfield Infrastructure Partners in Q1 2020 and held it in 1 quarter.
Walter & Keenan Wealth Management's Brookfield Infrastructure Partners position peaked at $403K in Q1 2020.
299 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.