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Financial & Investment Management Group’s Brookfield Renewable BEP Stock Holding History

Financial & Investment Management Group’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
2015
Q3 		– Sell
-28,622
Closed -$453K – 125
2015
Q2 		$453K Buy
+28,622
New +$475K 0.12% 98

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Financial & Investment Management Group's BEP Position: Q3 2015 in Review

Financial & Investment Management Group sold out of Brookfield Renewable (BEP) in Q3 2015, closing a stake of 28,622 shares — an estimated $453K sold.

Financial & Investment Management Group first reported a position in BEP in Q2 2015 and held it in 1 quarter. The position peaked at $453K in Q2 2015. 79 funds tracked by Wall St. Rank hold BEP as of Q3 2015.

  • Financial & Investment Management Group reported no remaining Brookfield Renewable position as of Q3 2015 after selling out during the quarter.
  • Financial & Investment Management Group sold 28,622 Brookfield Renewable shares in Q3 2015, an estimated $453K.
  • Financial & Investment Management Group first reported a position in Brookfield Renewable in Q2 2015 and held it in 1 quarter.
  • Financial & Investment Management Group's Brookfield Renewable position peaked at $453K in Q2 2015.
  • 79 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2015.

Based on Financial & Investment Management Group's 13F filing for Q3 2015, filed 15 Oct 2015.