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Loring Wolcott & Coolidge Fiduciary Advisors’s Brookfield Renewable BEPC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BEPC Stock Details BEPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-243
Closed -$14K – 345
2020
Q4 		$14K Buy
+243
New +$11.7K ﹤0.01% 531

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BEPC Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Brookfield Renewable (BEPC) in Q1 2021, closing a stake of 243 shares — an estimated $14K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BEPC in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 326 funds tracked by Wall St. Rank hold BEPC as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Brookfield Renewable position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 243 Brookfield Renewable shares in Q1 2021, an estimated $14K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Brookfield Renewable in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Brookfield Renewable position peaked at $14K in Q4 2020.
  • 326 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.