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Wealthcare Capital Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Wealthcare Capital 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
2015
Q3 		– Sell
-781
Closed – – 254
2015
Q2 		$0 Sell
781
-1,386
-64% -$24.4K ﹤0.01% 435
2015
Q1 		$39K Buy
+2,167
New +$37.8K ﹤0.01% 296

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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wealthcare Capital Management's BIP Position: Q3 2015 in Review

Wealthcare Capital Management sold out of Brookfield Infrastructure Partners (BIP) in Q3 2015, closing a stake of 781 shares.

Wealthcare Capital Management first reported a position in BIP in Q1 2015 and held it in 2 quarters. The position peaked at $39K in Q1 2015. 178 funds tracked by Wall St. Rank hold BIP as of Q3 2015.

  • Wealthcare Capital Management reported no remaining Brookfield Infrastructure Partners position as of Q3 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 781 Brookfield Infrastructure Partners shares in Q3 2015.
  • Wealthcare Capital Management first reported a position in Brookfield Infrastructure Partners in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Brookfield Infrastructure Partners position peaked at $39K in Q1 2015.
  • 178 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.