Bridgeworth’s Brookfield Renewable BEP Stock Holding History

Bridgeworth’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 Q3	–	Sell	-6,755	Closed	-$108K	–	173
2018 Q2	$108K	Buy	+6,755	New	+$111K	0.05%	191

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

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

Bridgeworth's BEP Position: Q3 2018 in Review

Bridgeworth sold out of Brookfield Renewable (BEP) in Q3 2018, closing a stake of 6,755 shares — an estimated $108K sold.

Bridgeworth first reported a position in BEP in Q2 2018 and held it in 1 quarter. The position peaked at $108K in Q2 2018. 111 funds tracked by Wall St. Rank hold BEP as of Q3 2018.

Bridgeworth reported no remaining Brookfield Renewable position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 6,755 Brookfield Renewable shares in Q3 2018, an estimated $108K.
Bridgeworth first reported a position in Brookfield Renewable in Q2 2018 and held it in 1 quarter.
Bridgeworth's Brookfield Renewable position peaked at $108K in Q2 2018.
111 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.