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Kiley Juergens Wealth Management’s Brookfield Renewable BEP Stock Holding History

Kiley Juergens 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
Q4 		– Sell
-1,877
Closed -$30K – 98
2018
Q3 		$30K Hold
1,877
– – 0.02% 304
2018
Q2 		$30K Buy
+1,877
New +$30.7K 0.03% 267

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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
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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return

Kiley Juergens Wealth Management's BEP Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Brookfield Renewable (BEP) in Q4 2018, closing a stake of 1,877 shares — an estimated $30K sold.

Kiley Juergens Wealth Management first reported a position in BEP in Q2 2018 and held it in 2 quarters. The position peaked at $30K in Q3 2018. 119 funds tracked by Wall St. Rank hold BEP as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Brookfield Renewable position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,877 Brookfield Renewable shares in Q4 2018, an estimated $30K.
  • Kiley Juergens Wealth Management first reported a position in Brookfield Renewable in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's Brookfield Renewable position peaked at $30K in Q3 2018.
  • 119 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.