Ecofin Advisors’s Brookfield Renewable BEP Stock Holding History

Ecofin 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
2020 Q4	$12.1M	Sell	280,135 -58,763	-17%	-$2.25M	5.06%	7
2020 Q3	$11.9M	Buy	338,898 +80,750	+31%	+$2.39M	5.73%	4
2020 Q2	$6.57M	Buy	258,148 +326	+0.1%	+$8.19K	3.6%	9
2020 Q1	$5.71M	Buy	257,822 +83,662	+48%	+$2.12M	3.9%	8
2019 Q4	$4.32M	Sell	174,160 -94,975	-35%	-$2.24M	2.06%	17
2019 Q3	$5.83M	Hold	269,135	–	–	2.64%	10
2019 Q2	$4.97M	Buy	+269,135	New	+$4.65M	2.47%	12
2018 Q1	–	Sell	-127,030	Closed	-$2.37M	–	29
2017 Q4	$2.37M	Sell	127,030 -127,031	-50%	-$2.29M	0.53%	29
2017 Q3	$4.53M	Hold	254,061	–	–	1.09%	25
2017 Q2	$4.31M	Buy	+254,061	New	+$4.26M	1.03%	24

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Ecofin Advisors's BEP Position: Q4 2020 in Review

Ecofin Advisors reduced its Brookfield Renewable (BEP) stake by 17% in Q4 2020, selling an estimated $2.25M and leaving 280,135 shares worth $12.1M. The position accounts for 5.06% of the portfolio, ranked #7.

Ecofin Advisors first reported a position in BEP in Q2 2017 and has held it in 10 quarters since. 253 funds tracked by Wall St. Rank hold BEP as of Q4 2020.

Ecofin Advisors held 280,135 shares of Brookfield Renewable worth $12.1M as of Q4 2020.
Ecofin Advisors sold 58,763 Brookfield Renewable shares in Q4 2020, an estimated $2.25M.
Brookfield Renewable made up 5.06% of Ecofin Advisors's portfolio in Q4 2020, its #7 holding.
Ecofin Advisors first reported a position in Brookfield Renewable in Q2 2017 and has held it in 10 quarters since.
253 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2020.

Based on Ecofin Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.