Winch Advisory Services’s Brookfield Infrastructure Partners BIP Stock Holding History

Winch Advisory Services’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
2024 Q1	–	Sell	-23	Closed	-$715	–	446
2023 Q4	$715	Buy	23 +1	+5%	+$27	﹤0.01%	397
2023 Q3	$1K	Hold	22	–	–	﹤0.01%	381
2023 Q2	$1K	Hold	22	–	–	﹤0.01%	380
2023 Q1	$1K	Hold	22	–	–	﹤0.01%	377
2022 Q4	$1K	Buy	22 +1	+5%	+$35	﹤0.01%	360
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	350
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	371
2022 Q1	$1K	Hold	21	–	–	﹤0.01%	403
2021 Q4	$1K	Hold	21	–	–	﹤0.01%	421
2021 Q3	$1K	Hold	21	–	–	﹤0.01%	436
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	443
2021 Q1	$1K	Hold	21	–	–	﹤0.01%	412
2020 Q4	$1K	Hold	21	–	–	﹤0.01%	393
2020 Q3	$1K	Hold	21	–	–	﹤0.01%	353
2020 Q2	$1K	Hold	21	–	–	﹤0.01%	352
2020 Q1	$1K	Sell	21 -3	-13%	-$88	﹤0.01%	304
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	332
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	317
2019 Q2	$1K	Hold	24	–	–	﹤0.01%	398
2019 Q1	$1K	Hold	24	–	–	﹤0.01%	344
2018 Q4	$0	Hold	24	–	–	﹤0.01%	350
2018 Q3	$1K	Hold	24	–	–	﹤0.01%	301
2018 Q2	$1K	Hold	24	–	–	﹤0.01%	308
2018 Q1	$1K	Hold	24	–	–	﹤0.01%	281
2017 Q4	$1K	Hold	24	–	–	﹤0.01%	280
2017 Q3	$1K	Buy	+24	New	+$602	﹤0.01%	269
2017 Q2	–	Sell	-24	Closed	-$1K	–	301
2017 Q1	$1K	Buy	+24	New	+$514	﹤0.01%	263

Other funds holding BIP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Winch Advisory Services's BIP Position: Q1 2024 in Review

Winch Advisory Services sold out of Brookfield Infrastructure Partners (BIP) in Q1 2024, closing a stake of 23 shares — an estimated $715 sold.

Winch Advisory Services first reported a position in BIP in Q1 2017 and held it in 27 quarters. The position peaked at $1K in Q3 2023. 334 funds tracked by Wall St. Rank hold BIP as of Q1 2024.

Winch Advisory Services reported no remaining Brookfield Infrastructure Partners position as of Q1 2024 after selling out during the quarter.
Winch Advisory Services sold 23 Brookfield Infrastructure Partners shares in Q1 2024, an estimated $715.
Winch Advisory Services first reported a position in Brookfield Infrastructure Partners in Q1 2017 and held it in 27 quarters.
Winch Advisory Services's Brookfield Infrastructure Partners position peaked at $1K in Q3 2023.
334 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2024.

Based on Winch Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.