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Advantage Investment Management’s Brookfield Renewable BEP Stock Holding History

Advantage Investment Management’s Portfolio BEP Stock Details BEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$12K Hold
563
– – 0.01% 610
2019
Q2 		$10K Buy
+563
New +$9.72K 0.01% 654

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

Advantage Investment Management's BEP Position: Q3 2019 in Review

Advantage Investment Management held its Brookfield Renewable (BEP) position steady in Q3 2019 at 563 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #610.

Advantage Investment Management first reported a position in BEP in Q2 2019 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold BEP as of Q3 2019.

  • Advantage Investment Management held 563 shares of Brookfield Renewable worth $12K as of Q3 2019.
  • Advantage Investment Management left its Brookfield Renewable share count unchanged in Q3 2019.
  • Brookfield Renewable made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #610 holding.
  • Advantage Investment Management first reported a position in Brookfield Renewable in Q2 2019 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.