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Friedberg Investment Management’s Brookfield Renewable BEP Stock Holding History

Friedberg Investment Management’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
Q3 		– Sell
-22,893
Closed -$390K – 66
2017
Q2 		$390K Hold
22,893
– – 0.17% 79
2017
Q1 		$362K Sell
22,893
-94,313
-80% -$1.47M 0.15% 85
2016
Q4 		$1.85M Sell
117,206
-7,938
-6% -$125K 0.85% 43
2016
Q3 		$2.05M Sell
125,144
-2,627
-2% -$42.9K 0.88% 44
2016
Q2 		$2.03M Sell
127,771
-1,501
-1% -$23.5K 0.96% 40
2016
Q1 		$2.06M Buy
129,272
+7,412
+6% +$105K 1.03% 38
2015
Q4 		$1.7M Sell
121,860
-6,005
-5% -$82.7K 0.83% 50
2015
Q3 		$1.87M Buy
127,865
+3,003
+2% +$44.8K 0.89% 46
2015
Q2 		$1.97M Buy
124,862
+938
+0.8% +$15.6K 0.74% 55
2015
Q1 		$2.08M Buy
123,924
+38,187
+45% +$635K 0.76% 56
2014
Q4 		$1.41M Buy
85,737
+9,945
+13% +$162K 0.55% 63
2014
Q3 		$1.23M Buy
75,792
+26,046
+52% +$408K 0.47% 69
2014
Q2 		$785K Buy
49,746
+5,367
+12% +$83.4K 0.29% 81
2014
Q1 		$689K Buy
+44,379
New +$649K 0.27% 82

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Friedberg Investment Management's BEP Position: Q3 2017 in Review

Friedberg Investment Management sold out of Brookfield Renewable (BEP) in Q3 2017, closing a stake of 22,893 shares — an estimated $390K sold.

Friedberg Investment Management first reported a position in BEP in Q1 2014 and held it in 14 quarters. The position peaked at $2.08M in Q1 2015. 83 funds tracked by Wall St. Rank hold BEP as of Q3 2017.

  • Friedberg Investment Management reported no remaining Brookfield Renewable position as of Q3 2017 after selling out during the quarter.
  • Friedberg Investment Management sold 22,893 Brookfield Renewable shares in Q3 2017, an estimated $390K.
  • Friedberg Investment Management first reported a position in Brookfield Renewable in Q1 2014 and held it in 14 quarters.
  • Friedberg Investment Management's Brookfield Renewable position peaked at $2.08M in Q1 2015.
  • 83 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2017.

Based on Friedberg Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.