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Great Valley Advisor Group’s Brookfield Renewable BEP Stock Holding History

Great Valley Advisor 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
2020
Q2 		– Sell
-34,389
Closed -$779K – 413
2020
Q1 		$779K Buy
+34,389
New +$871K 0.21% 135

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Great Valley Advisor Group's BEP Position: Q2 2020 in Review

Great Valley Advisor Group sold out of Brookfield Renewable (BEP) in Q2 2020, closing a stake of 34,389 shares — an estimated $779K sold.

Great Valley Advisor Group first reported a position in BEP in Q1 2020 and held it in 1 quarter. The position peaked at $779K in Q1 2020. 202 funds tracked by Wall St. Rank hold BEP as of Q2 2020.

  • Great Valley Advisor Group reported no remaining Brookfield Renewable position as of Q2 2020 after selling out during the quarter.
  • Great Valley Advisor Group sold 34,389 Brookfield Renewable shares in Q2 2020, an estimated $779K.
  • Great Valley Advisor Group first reported a position in Brookfield Renewable in Q1 2020 and held it in 1 quarter.
  • Great Valley Advisor Group's Brookfield Renewable position peaked at $779K in Q1 2020.
  • 202 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2020.

Based on Great Valley Advisor Group's 13F filing for Q2 2020, filed 31 Jul 2020.