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Edge Advisors’s Brookfield Renewable BEP Stock Holding History

Edge 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
2018
Q2 		$36K Hold
2,252
– – ﹤0.01% 556
2018
Q1 		$37K Hold
2,252
– – ﹤0.01% 560
2017
Q4 		$41K Hold
2,252
– – ﹤0.01% 543
2017
Q3 		$40K Buy
+2,252
New +$40.6K ﹤0.01% 533

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

Edge Advisors's BEP Position: Q2 2018 in Review

Edge Advisors held its Brookfield Renewable (BEP) position steady in Q2 2018 at 2,252 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Edge Advisors first reported a position in BEP in Q3 2017 and has held it in 4 quarters since. The position peaked at $41K in Q4 2017. 105 funds tracked by Wall St. Rank hold BEP as of Q2 2018.

  • Edge Advisors held 2,252 shares of Brookfield Renewable worth $36K as of Q2 2018.
  • Edge Advisors left its Brookfield Renewable share count unchanged in Q2 2018.
  • Brookfield Renewable made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #556 holding.
  • Edge Advisors first reported a position in Brookfield Renewable in Q3 2017 and has held it in 4 quarters since.
  • Edge Advisors's Brookfield Renewable position peaked at $41K in Q4 2017.
  • 105 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.