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BerganKDV Wealth Management’s Brookfield Renewable BEP Stock Holding History

BerganKDV Wealth 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 		– Sell
-1,501
Closed -$28K – 690
2019
Q2 		$28K Hold
1,501
– – 0.01% 384
2019
Q1 		$26K Buy
1,501
+750
+100% +$11.8K 0.01% 404
2018
Q4 		$10K Buy
+751
New +$11.2K ﹤0.01% 475

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

BerganKDV Wealth Management's BEP Position: Q3 2019 in Review

BerganKDV Wealth Management sold out of Brookfield Renewable (BEP) in Q3 2019, closing a stake of 1,501 shares — an estimated $28K sold.

BerganKDV Wealth Management first reported a position in BEP in Q4 2018 and held it in 3 quarters. The position peaked at $28K in Q2 2019. 155 funds tracked by Wall St. Rank hold BEP as of Q3 2019.

  • BerganKDV Wealth Management reported no remaining Brookfield Renewable position as of Q3 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,501 Brookfield Renewable shares in Q3 2019, an estimated $28K.
  • BerganKDV Wealth Management first reported a position in Brookfield Renewable in Q4 2018 and held it in 3 quarters.
  • BerganKDV Wealth Management's Brookfield Renewable position peaked at $28K in Q2 2019.
  • 155 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2019.

Based on BerganKDV Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.