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Greystone Investment Management’s Brookfield Renewable BEP Stock Holding History

Greystone 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
2018
Q4 		– Sell
-79,413
Closed -$1.28M – 46
2018
Q3 		$1.28M Sell
79,413
-3,022
-4% -$49.6K 0.55% 36
2018
Q2 		$1.32M Sell
82,435
-21,739
-21% -$356K 0.61% 35
2018
Q1 		$1.73M Hold
104,174
– – 0.8% 32
2017
Q4 		$1.93M Buy
104,174
+26,881
+35% +$486K 0.88% 30
2017
Q3 		$1.38M Hold
77,293
– – 0.66% 32
2017
Q2 		$1.31M Buy
77,293
+5,629
+8% +$94.5K 0.64% 33
2017
Q1 		$1.13M Sell
71,664
-1,388
-2% -$21.7K 0.55% 34
2016
Q4 		$1.15M Buy
+73,052
New +$1.15M 0.6% 36

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Greystone Investment Management's BEP Position: Q4 2018 in Review

Greystone Investment Management sold out of Brookfield Renewable (BEP) in Q4 2018, closing a stake of 79,413 shares — an estimated $1.28M sold.

Greystone Investment Management first reported a position in BEP in Q4 2016 and held it in 8 quarters. The position peaked at $1.93M in Q4 2017. 119 funds tracked by Wall St. Rank hold BEP as of Q4 2018.

  • Greystone Investment Management reported no remaining Brookfield Renewable position as of Q4 2018 after selling out during the quarter.
  • Greystone Investment Management sold 79,413 Brookfield Renewable shares in Q4 2018, an estimated $1.28M.
  • Greystone Investment Management first reported a position in Brookfield Renewable in Q4 2016 and held it in 8 quarters.
  • Greystone Investment Management's Brookfield Renewable position peaked at $1.93M in Q4 2017.
  • 119 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2018.

Based on Greystone Investment Management's 13F filing for Q4 2018, filed 14 Jan 2019.