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Haverford Trust Company’s Brookfield Renewable BEP Stock Holding History

Haverford Trust Company’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
2021
Q2 		– Sell
-4,800
Closed -$204K – 359
2021
Q1 		$204K Hold
4,800
– – ﹤0.01% 308
2020
Q4 		$207K Buy
+4,800
New +$184K ﹤0.01% 289

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Haverford Trust Company's BEP Position: Q2 2021 in Review

Haverford Trust Company sold out of Brookfield Renewable (BEP) in Q2 2021, closing a stake of 4,800 shares — an estimated $204K sold.

Haverford Trust Company first reported a position in BEP in Q4 2020 and held it in 2 quarters. The position peaked at $207K in Q4 2020. 264 funds tracked by Wall St. Rank hold BEP as of Q2 2021.

  • Haverford Trust Company reported no remaining Brookfield Renewable position as of Q2 2021 after selling out during the quarter.
  • Haverford Trust Company sold 4,800 Brookfield Renewable shares in Q2 2021, an estimated $204K.
  • Haverford Trust Company first reported a position in Brookfield Renewable in Q4 2020 and held it in 2 quarters.
  • Haverford Trust Company's Brookfield Renewable position peaked at $207K in Q4 2020.
  • 264 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2021.

Based on Haverford Trust Company's 13F filing for Q2 2021, filed 16 Aug 2021.