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Kore Private Wealth’s Brookfield Renewable BEP Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-2,815
Closed -$71K – 354
2020
Q2 		$71K Hold
2,815
– – 0.01% 389
2020
Q1 		$64K Hold
2,815
– – 0.02% 373
2019
Q4 		$70K Buy
+2,815
New +$66.4K 0.01% 431
2019
Q2 		– Sell
-2,815
Closed -$48K – 287
2019
Q1 		$48K Hold
2,815
– – 0.01% 388
2018
Q4 		$39K Buy
+2,815
New +$42.1K 0.01% 409

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Kore Private Wealth's BEP Position: Q3 2020 in Review

Kore Private Wealth sold out of Brookfield Renewable (BEP) in Q3 2020, closing a stake of 2,815 shares — an estimated $71K sold.

Kore Private Wealth first reported a position in BEP in Q4 2018 and held it in 5 quarters. The position peaked at $71K in Q2 2020. 227 funds tracked by Wall St. Rank hold BEP as of Q3 2020.

  • Kore Private Wealth reported no remaining Brookfield Renewable position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 2,815 Brookfield Renewable shares in Q3 2020, an estimated $71K.
  • Kore Private Wealth first reported a position in Brookfield Renewable in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Brookfield Renewable position peaked at $71K in Q2 2020.
  • 227 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.