WealthPLAN Partners’s Brookfield Infrastructure Partners BIP Stock Holding History

WealthPLAN Partners’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
2019 Q2	–	Sell	-10,147	Closed	-$255K	–	243
2019 Q1	$255K	Hold	10,147	–	–	0.04%	219
2018 Q4	$243K	Hold	10,147	–	–	0.04%	216
2018 Q3	$233K	Buy	10,147 +1,394	+16%	+$33.2K	0.04%	216
2018 Q2	$200K	Buy	8,753 +538	+7%	+$12.6K	0.04%	250
2018 Q1	$204K	Buy	+8,215	New	+$204K	0.04%	250
2017 Q2	–	Sell	-1,734	Closed	-$39.5K	–	205
2017 Q1	$39.5K	Buy	+1,734	New	+$37.1K	0.14%	130
2016 Q3	–	Sell	-5,226	Closed	-$44.6K	–	963
2016 Q2	$44.6K	Buy	+5,226	New	+$88.6K	0.01%	974
2015 Q4	$3.68K	Buy	+244	New	+$3.88K	﹤0.01%	1404
2015 Q2	–	Sell	-244	Closed	-$4K	–	433
2015 Q1	$4K	Buy	+244	New	+$4.26K	﹤0.01%	431

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

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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WealthPLAN Partners's BIP Position: Q2 2019 in Review

WealthPLAN Partners sold out of Brookfield Infrastructure Partners (BIP) in Q2 2019, closing a stake of 10,147 shares — an estimated $255K sold.

WealthPLAN Partners first reported a position in BIP in Q1 2015 and held it in 9 quarters. The position peaked at $255K in Q1 2019. 277 funds tracked by Wall St. Rank hold BIP as of Q2 2019.

WealthPLAN Partners reported no remaining Brookfield Infrastructure Partners position as of Q2 2019 after selling out during the quarter.
WealthPLAN Partners sold 10,147 Brookfield Infrastructure Partners shares in Q2 2019, an estimated $255K.
WealthPLAN Partners first reported a position in Brookfield Infrastructure Partners in Q1 2015 and held it in 9 quarters.
WealthPLAN Partners's Brookfield Infrastructure Partners position peaked at $255K in Q1 2019.
277 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2019.

Based on WealthPLAN Partners's 13F filing for Q2 2019, filed 19 Aug 2019.