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Wealth Architects’s Brookfield Infrastructure Partners BIP Stock Holding History

Wealth Architects’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
2017
Q2 		– Sell
-17,742
Closed -$408K – 122
2017
Q1 		$408K Buy
+17,742
New +$380K 0.16% 72
2016
Q2 		– Sell
-17,426
Closed -$291K – 112
2016
Q1 		$291K Buy
+17,426
New +$253K 0.15% 88
2015
Q3 		– Sell
-16,884
Closed -$299K – 120
2015
Q2 		$299K Buy
+16,884
New +$298K 0.16% 89

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Royal Bank of Canada
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Wealth Architects's BIP Position: Q2 2017 in Review

Wealth Architects sold out of Brookfield Infrastructure Partners (BIP) in Q2 2017, closing a stake of 17,742 shares — an estimated $408K sold.

Wealth Architects first reported a position in BIP in Q2 2015 and held it in 3 quarters. The position peaked at $408K in Q1 2017. 227 funds tracked by Wall St. Rank hold BIP as of Q2 2017.

  • Wealth Architects reported no remaining Brookfield Infrastructure Partners position as of Q2 2017 after selling out during the quarter.
  • Wealth Architects sold 17,742 Brookfield Infrastructure Partners shares in Q2 2017, an estimated $408K.
  • Wealth Architects first reported a position in Brookfield Infrastructure Partners in Q2 2015 and held it in 3 quarters.
  • Wealth Architects's Brookfield Infrastructure Partners position peaked at $408K in Q1 2017.
  • 227 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2017.

Based on Wealth Architects's 13F filing for Q2 2017, filed 10 Aug 2017.