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Gupta Wealth Management’s Brookfield Renewable BEP Stock Holding History

Gupta Wealth 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
2015
Q2 		– Sell
-563
Closed -$9K – 1257
2015
Q1 		$9K Buy
+563
New +$9.36K ﹤0.01% 773

Other funds holding BEP

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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Gupta Wealth Management's BEP Position: Q2 2015 in Review

Gupta Wealth Management sold out of Brookfield Renewable (BEP) in Q2 2015, closing a stake of 563 shares — an estimated $9K sold.

Gupta Wealth Management first reported a position in BEP in Q1 2015 and held it in 1 quarter. The position peaked at $9K in Q1 2015. 83 funds tracked by Wall St. Rank hold BEP as of Q2 2015.

  • Gupta Wealth Management reported no remaining Brookfield Renewable position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 563 Brookfield Renewable shares in Q2 2015, an estimated $9K.
  • Gupta Wealth Management first reported a position in Brookfield Renewable in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Brookfield Renewable position peaked at $9K in Q1 2015.
  • 83 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.