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Claro Advisors’s Brookfield Renewable BEP Stock Holding History

Claro Advisors’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 		– Sell
-60
Closed -$1K – 227
2018
Q4 		$1K Buy
+60
New +$898 ﹤0.01% 987

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Claro Advisors's BEP Position: Q1 2019 in Review

Claro Advisors sold out of Brookfield Renewable (BEP) in Q1 2019, closing a stake of 60 shares — an estimated $1K sold.

Claro Advisors first reported a position in BEP in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 131 funds tracked by Wall St. Rank hold BEP as of Q1 2019.

  • Claro Advisors reported no remaining Brookfield Renewable position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 60 Brookfield Renewable shares in Q1 2019, an estimated $1K.
  • Claro Advisors first reported a position in Brookfield Renewable in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Brookfield Renewable position peaked at $1K in Q4 2018.
  • 131 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.