YorkBridge Wealth Partners’s Brookfield Infrastructure Partners BIP Stock Holding History

YorkBridge Wealth 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
2020 Q1	–	Sell	-8,781	Closed	-$261K	–	159
2019 Q4	$261K	Sell	8,781 -840	-9%	-$25.2K	0.12%	155
2019 Q3	$284K	Sell	9,621 -145	-1%	-$3.93K	0.14%	138
2019 Q2	$250K	Buy	9,766 +4,726	+94%	+$118K	0.11%	157
2019 Q1	$126K	Buy	+5,040	New	+$118K	0.06%	242
2018 Q1	–	Sell	-294	Closed	-$7K	–	841
2017 Q4	$7K	Buy	+294	New	+$7.62K	﹤0.01%	663

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

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

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

YorkBridge Wealth Partners's BIP Position: Q1 2020 in Review

YorkBridge Wealth Partners sold out of Brookfield Infrastructure Partners (BIP) in Q1 2020, closing a stake of 8,781 shares — an estimated $261K sold.

YorkBridge Wealth Partners first reported a position in BIP in Q4 2017 and held it in 5 quarters. The position peaked at $284K in Q3 2019. 290 funds tracked by Wall St. Rank hold BIP as of Q1 2020.

YorkBridge Wealth Partners reported no remaining Brookfield Infrastructure Partners position as of Q1 2020 after selling out during the quarter.
YorkBridge Wealth Partners sold 8,781 Brookfield Infrastructure Partners shares in Q1 2020, an estimated $261K.
YorkBridge Wealth Partners first reported a position in Brookfield Infrastructure Partners in Q4 2017 and held it in 5 quarters.
YorkBridge Wealth Partners's Brookfield Infrastructure Partners position peaked at $284K in Q3 2019.
290 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2020.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2020, filed 16 Apr 2020.