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Berman Capital Advisors’s Brookfield Renewable BEPC Stock Holding History

Berman Capital Advisors’s Portfolio BEPC Stock Details BEPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$7K Buy
195
+31
+19% +$1.3K ﹤0.01% 1300
2021
Q2 		$6K Sell
164
-1
-0.6% -$43 ﹤0.01% 1275
2021
Q1 		$7K Buy
165
+79
+92% +$4.03K ﹤0.01% 1141
2020
Q4 		$5K Sell
86
-1
-1% -$48 ﹤0.01% 1127
2020
Q3 		$3K Buy
+87
New +$2.92K ﹤0.01% 1171

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's BEPC Position: Q3 2021 in Review

Berman Capital Advisors increased its Brookfield Renewable (BEPC) stake by 19% in Q3 2021, buying an estimated $1.3K and bringing the position to 195 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Berman Capital Advisors first reported a position in BEPC in Q3 2020 and has held it in 5 quarters since. 318 funds tracked by Wall St. Rank hold BEPC as of Q3 2021.

  • Berman Capital Advisors held 195 shares of Brookfield Renewable worth $7K as of Q3 2021.
  • Berman Capital Advisors bought 31 Brookfield Renewable shares in Q3 2021, an estimated $1.3K.
  • Brookfield Renewable made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1300 holding.
  • Berman Capital Advisors first reported a position in Brookfield Renewable in Q3 2020 and has held it in 5 quarters since.
  • 318 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.