FNBT
BEP icon

FineMark National Bank & Trust’s Brookfield Renewable BEP Stock Holding History

FineMark National Bank & Trust’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
2017
Q1 		– Sell
-563
Closed -$9K – 431
2016
Q4 		$9K Hold
563
– – ﹤0.01% 971
2016
Q3 		$9K Hold
563
– – ﹤0.01% 959
2016
Q2 		$9K Hold
563
– – ﹤0.01% 965
2016
Q1 		$9K Buy
+563
New +$7.97K ﹤0.01% 918

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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

FineMark National Bank & Trust's BEP Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Brookfield Renewable (BEP) in Q1 2017, closing a stake of 563 shares — an estimated $9K sold.

FineMark National Bank & Trust first reported a position in BEP in Q1 2016 and held it in 4 quarters. The position peaked at $9K in Q4 2016. 74 funds tracked by Wall St. Rank hold BEP as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Brookfield Renewable position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 563 Brookfield Renewable shares in Q1 2017, an estimated $9K.
  • FineMark National Bank & Trust first reported a position in Brookfield Renewable in Q1 2016 and held it in 4 quarters.
  • FineMark National Bank & Trust's Brookfield Renewable position peaked at $9K in Q4 2016.
  • 74 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.