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Clal Insurance’s Brookfield Renewable BEP Stock Holding History

Clal Insurance’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
-36,029
Closed -$664K – 119
2019
Q2 		$664K Hold
36,029
– – 0.02% 91
2019
Q1 		$613K Sell
36,029
-20,266
-36% -$320K 0.02% 88
2018
Q4 		$777K Buy
56,295
+9,382
+20% +$140K 0.02% 79
2018
Q3 		$756K Buy
+46,913
New +$770K 0.02% 70

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

Clal Insurance's BEP Position: Q3 2019 in Review

Clal Insurance sold out of Brookfield Renewable (BEP) in Q3 2019, closing a stake of 36,029 shares — an estimated $664K sold.

Clal Insurance first reported a position in BEP in Q3 2018 and held it in 4 quarters. The position peaked at $777K in Q4 2018. 155 funds tracked by Wall St. Rank hold BEP as of Q3 2019.

  • Clal Insurance reported no remaining Brookfield Renewable position as of Q3 2019 after selling out during the quarter.
  • Clal Insurance sold 36,029 Brookfield Renewable shares in Q3 2019, an estimated $664K.
  • Clal Insurance first reported a position in Brookfield Renewable in Q3 2018 and held it in 4 quarters.
  • Clal Insurance's Brookfield Renewable position peaked at $777K in Q4 2018.
  • 155 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2019.

Based on Clal Insurance's 13F filing for Q3 2019, filed 12 Nov 2019.