Catamount Wealth Management’s Brookfield Renewable BEP Stock Holding History

Catamount 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 Q1	$35K	Hold	2,064	–	–	0.02%	98
2018 Q4	$32K	Hold	2,064	–	–	0.02%	85
2018 Q3	$33K	Hold	2,064	–	–	0.02%	99
2018 Q2	$34K	Hold	2,064	–	–	0.02%	92
2018 Q1	$34K	Hold	2,064	–	–	0.02%	91
2017 Q4	$38K	Hold	2,064	–	–	0.02%	88
2017 Q3	$37K	Hold	2,064	–	–	0.02%	90
2017 Q2	$35K	Hold	2,064	–	–	0.02%	98
2017 Q1	$33K	Buy	2,064 +938	+83%	+$14.6K	0.02%	95
2016 Q4	$18K	Hold	1,126	–	–	0.01%	105
2016 Q3	$18K	Hold	1,126	–	–	0.02%	100
2016 Q2	$18K	Hold	1,126	–	–	0.02%	79
2016 Q1	$18K	Hold	1,126	–	–	0.02%	82
2015 Q4	$16K	Hold	1,126	–	–	0.01%	82
2015 Q3	$16K	Hold	1,126	–	–	0.02%	85
2015 Q2	$18K	Hold	1,126	–	–	0.01%	99
2015 Q1	$19K	Buy	+1,126	New	+$18.7K	0.02%	87

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return

Catamount Wealth Management's BEP Position: Q1 2019 in Review

Catamount Wealth Management held its Brookfield Renewable (BEP) position steady in Q1 2019 at 2,064 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #98.

Catamount Wealth Management first reported a position in BEP in Q1 2015 and has held it in 17 quarters since. The position peaked at $38K in Q4 2017. 131 funds tracked by Wall St. Rank hold BEP as of Q1 2019.

Catamount Wealth Management held 2,064 shares of Brookfield Renewable worth $35K as of Q1 2019.
Catamount Wealth Management left its Brookfield Renewable share count unchanged in Q1 2019.
Brookfield Renewable made up 0.02% of Catamount Wealth Management's portfolio in Q1 2019, its #98 holding.
Catamount Wealth Management first reported a position in Brookfield Renewable in Q1 2015 and has held it in 17 quarters since.
Catamount Wealth Management's Brookfield Renewable position peaked at $38K in Q4 2017.
131 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.