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Joel Greenblatt’s Brookfield Renewable BEP Stock Holding History

Joel Greenblatt’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
2016
Q1 		– Sell
-182,340
Closed -$3.68M – 969
2015
Q4 		$3.68M Buy
+182,340
New +$2.51M 0.04% 456

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Joel Greenblatt's BEP Position: Q1 2016 in Review

Joel Greenblatt sold out of Brookfield Renewable (BEP) in Q1 2016, closing a stake of 182,340 shares — an estimated $3.68M sold.

Joel Greenblatt first reported a position in BEP in Q4 2015 and held it in 1 quarter. The position peaked at $3.68M in Q4 2015. 82 funds tracked by Wall St. Rank hold BEP as of Q1 2016.

  • Joel Greenblatt reported no remaining Brookfield Renewable position as of Q1 2016 after selling out during the quarter.
  • Joel Greenblatt sold 182,340 Brookfield Renewable shares in Q1 2016, an estimated $3.68M.
  • Joel Greenblatt first reported a position in Brookfield Renewable in Q4 2015 and held it in 1 quarter.
  • Joel Greenblatt's Brookfield Renewable position peaked at $3.68M in Q4 2015.
  • 82 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2016.

Based on Gotham Asset Management's 13F filing for Q1 2016, filed 16 May 2016.