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IHT Wealth Management’s Brookfield Renewable BEP Stock Holding History

IHT 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
2018
Q2 		– Sell
-381
Closed -$6K – 506
2018
Q1 		$6K Buy
381
+6
+2% +$103 ﹤0.01% 1294
2017
Q4 		$7K Buy
+375
New +$6.77K ﹤0.01% 1258

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

IHT Wealth Management's BEP Position: Q2 2018 in Review

IHT Wealth Management sold out of Brookfield Renewable (BEP) in Q2 2018, closing a stake of 381 shares — an estimated $6K sold.

IHT Wealth Management first reported a position in BEP in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q4 2017. 105 funds tracked by Wall St. Rank hold BEP as of Q2 2018.

  • IHT Wealth Management reported no remaining Brookfield Renewable position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 381 Brookfield Renewable shares in Q2 2018, an estimated $6K.
  • IHT Wealth Management first reported a position in Brookfield Renewable in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's Brookfield Renewable position peaked at $7K in Q4 2017.
  • 105 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.