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ClearBridge Investments (Australia)’s Brookfield Renewable BEP Stock Holding History

ClearBridge Investments (Australia)’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
2020
Q3 		– Sell
-325
Closed -$7K – 28
2020
Q2 		$7K Hold
325
– – ﹤0.01% 46
2020
Q1 		$7K Hold
325
– – ﹤0.01% 49
2019
Q4 		$8K Hold
325
– – ﹤0.01% 45
2019
Q3 		$7K Buy
+325
New +$6.36K ﹤0.01% 48

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

ClearBridge Investments (Australia)'s BEP Position: Q3 2020 in Review

ClearBridge Investments (Australia) sold out of Brookfield Renewable (BEP) in Q3 2020, closing a stake of 325 shares — an estimated $7K sold.

ClearBridge Investments (Australia) first reported a position in BEP in Q3 2019 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 227 funds tracked by Wall St. Rank hold BEP as of Q3 2020.

  • ClearBridge Investments (Australia) reported no remaining Brookfield Renewable position as of Q3 2020 after selling out during the quarter.
  • ClearBridge Investments (Australia) sold 325 Brookfield Renewable shares in Q3 2020, an estimated $7K.
  • ClearBridge Investments (Australia) first reported a position in Brookfield Renewable in Q3 2019 and held it in 4 quarters.
  • ClearBridge Investments (Australia)'s Brookfield Renewable position peaked at $8K in Q4 2019.
  • 227 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2020.

Based on ClearBridge Investments (Australia)'s 13F filing for Q3 2020, filed 13 Nov 2020.