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Wealthspire Advisors (Maryland)’s Brookfield Infrastructure Partners BIP Stock Holding History

Wealthspire Advisors (Maryland)’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
-3,468
Closed -$86K – 643
2019
Q1 		$86K Hold
3,468
– – 0.01% 696
2018
Q4 		$71K Buy
3,468
+1,176
+51% +$26.8K 0.01% 722
2018
Q3 		$54K Buy
2,292
+362
+19% +$8.61K ﹤0.01% 933
2018
Q2 		$44K Sell
1,930
-840
-30% -$19.7K ﹤0.01% 1018
2018
Q1 		$69K Sell
2,770
-866
-24% -$21.5K 0.01% 864
2017
Q4 		$97K Sell
3,636
-720
-17% -$18.7K 0.01% 723
2017
Q3 		$112K Sell
4,356
-1,776
-29% -$44.6K 0.01% 663
2017
Q2 		$149K Sell
6,132
-3,884
-39% -$91.9K 0.02% 549
2017
Q1 		$231K Buy
10,016
+680
+7% +$14.6K 0.03% 351
2016
Q4 		$186K Sell
9,336
-630
-6% -$12.4K 0.03% 395
2016
Q3 		$205K Sell
9,966
-406
-4% -$7.8K 0.03% 374
2016
Q2 		$186K Buy
10,372
+365
+4% +$6.19K 0.03% 385
2016
Q1 		$167K Hold
10,007
– – 0.03% 401
2015
Q4 		$151K Buy
+10,007
New +$159K 0.03% 437

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BIP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Brookfield Infrastructure Partners (BIP) in Q2 2019, closing a stake of 3,468 shares — an estimated $86K sold.

Wealthspire Advisors (Maryland) first reported a position in BIP in Q4 2015 and held it in 14 quarters. The position peaked at $231K in Q1 2017. 277 funds tracked by Wall St. Rank hold BIP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Brookfield Infrastructure Partners position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,468 Brookfield Infrastructure Partners shares in Q2 2019, an estimated $86K.
  • Wealthspire Advisors (Maryland) first reported a position in Brookfield Infrastructure Partners in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Brookfield Infrastructure Partners position peaked at $231K in Q1 2017.
  • 277 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.