CS
BEP icon

Credential Securities’s Brookfield Renewable BEP Stock Holding History

Credential Securities’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
Q2 		$55.5K Sell
3,472
-433
-11% -$7.09K 0.01% 216
2018
Q1 		$64.5K Sell
3,905
-430
-10% -$7.35K 0.02% 223
2017
Q4 		$80.5K Sell
4,335
-679
-14% -$12.3K 0.02% 211
2017
Q3 		$89.1K Hold
5,014
– – 0.02% 199
2017
Q2 		$84.8K Sell
5,014
-34
-0.7% -$571 0.03% 192
2017
Q1 		$79.7K Buy
5,048
+218
+5% +$3.4K 0.03% 184
2016
Q4 		$76.4K Sell
4,830
-133
-3% -$2.09K 0.03% 186
2016
Q3 		$81.3K Sell
4,963
-40
-0.8% -$654 0.04% 183
2016
Q2 		$79.3K Hold
5,003
– – 0.04% 184
2016
Q1 		$79.8K Buy
5,003
+49
+1% +$694 0.05% 182
2015
Q4 		$69K Sell
4,954
-188
-4% -$2.59K 0.05% 178
2015
Q3 		$75.3K Sell
5,142
-396
-7% -$5.91K 0.05% 173
2015
Q2 		$87.3K Hold
5,538
– – 0.06% 172
2015
Q1 		$93.1K Hold
5,538
– – 0.06% 175
2014
Q4 		$91.2K Sell
5,538
-621
-10% -$10.1K 0.06% 164
2014
Q3 		$99.8K Sell
6,159
-50
-0.8% -$784 0.07% 167
2014
Q2 		$97.7K Sell
6,209
-376
-6% -$5.85K 0.06% 160
2014
Q1 		$102K Buy
+6,585
New +$96.3K 0.08% 154

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Credential Securities's BEP Position: Q2 2018 in Review

Credential Securities reduced its Brookfield Renewable (BEP) stake by 11% in Q2 2018, selling an estimated $7.09K and leaving 3,472 shares worth $55.5K. The position accounts for 0.01% of the portfolio, ranked #216.

Credential Securities first reported a position in BEP in Q1 2014 and has held it in 18 quarters since. The position peaked at $102K in Q1 2014. 105 funds tracked by Wall St. Rank hold BEP as of Q2 2018.

  • Credential Securities held 3,472 shares of Brookfield Renewable worth $55.5K as of Q2 2018.
  • Credential Securities sold 433 Brookfield Renewable shares in Q2 2018, an estimated $7.09K.
  • Brookfield Renewable made up 0.01% of Credential Securities's portfolio in Q2 2018, its #216 holding.
  • Credential Securities first reported a position in Brookfield Renewable in Q1 2014 and has held it in 18 quarters since.
  • Credential Securities's Brookfield Renewable position peaked at $102K in Q1 2014.
  • 105 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.