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BDO Wealth Advisors’s Brookfield Renewable BEP Stock Holding History

BDO Wealth Advisors’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
2018
Q1 		– Sell
-193
Closed -$4K – 570
2017
Q4 		$4K Buy
193
+2
+1% +$36 ﹤0.01% 381
2017
Q3 		$3K Sell
191
-113
-37% -$2.04K ﹤0.01% 366
2017
Q2 		$5K Buy
+304
New +$5.1K ﹤0.01% 422

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

BDO Wealth Advisors's BEP Position: Q1 2018 in Review

BDO Wealth Advisors sold out of Brookfield Renewable (BEP) in Q1 2018, closing a stake of 193 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in BEP in Q2 2017 and held it in 3 quarters. The position peaked at $5K in Q2 2017. 112 funds tracked by Wall St. Rank hold BEP as of Q1 2018.

  • BDO Wealth Advisors reported no remaining Brookfield Renewable position as of Q1 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 193 Brookfield Renewable shares in Q1 2018, an estimated $4K.
  • BDO Wealth Advisors first reported a position in Brookfield Renewable in Q2 2017 and held it in 3 quarters.
  • BDO Wealth Advisors's Brookfield Renewable position peaked at $5K in Q2 2017.
  • 112 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2018.

Based on BDO Wealth Advisors's 13F filing for Q1 2018, filed 23 May 2018.