KWM
BEP icon

Keebeck Wealth Management’s Brookfield Renewable BEP Stock Holding History

Keebeck 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
2020
Q1 		– Sell
-938
Closed -$23K – 156
2019
Q4 		$23K Buy
+938
New +$22.1K 0.01% 257

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
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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Keebeck Wealth Management's BEP Position: Q1 2020 in Review

Keebeck Wealth Management sold out of Brookfield Renewable (BEP) in Q1 2020, closing a stake of 938 shares — an estimated $23K sold.

Keebeck Wealth Management first reported a position in BEP in Q4 2019 and held it in 1 quarter. The position peaked at $23K in Q4 2019. 186 funds tracked by Wall St. Rank hold BEP as of Q1 2020.

  • Keebeck Wealth Management reported no remaining Brookfield Renewable position as of Q1 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 938 Brookfield Renewable shares in Q1 2020, an estimated $23K.
  • Keebeck Wealth Management first reported a position in Brookfield Renewable in Q4 2019 and held it in 1 quarter.
  • Keebeck Wealth Management's Brookfield Renewable position peaked at $23K in Q4 2019.
  • 186 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2020.

Based on Keebeck Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.