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	–	206
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

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Principal Financial Group

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Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return