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New England Research & Management’s Brookfield Renewable BEP Stock Holding History

New England Research & 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
2021
Q4 		– Sell
-5,650
Closed -$209K – 177
2021
Q3 		$209K Sell
5,650
-700
-11% -$27.2K 0.11% 171
2021
Q2 		$245K Buy
6,350
+200
+3% +$7.92K 0.13% 156
2021
Q1 		$262K Buy
+6,150
New +$272K 0.14% 150

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

New England Research & Management's BEP Position: Q4 2021 in Review

New England Research & Management sold out of Brookfield Renewable (BEP) in Q4 2021, closing a stake of 5,650 shares — an estimated $209K sold.

New England Research & Management first reported a position in BEP in Q1 2021 and held it in 3 quarters. The position peaked at $262K in Q1 2021. 252 funds tracked by Wall St. Rank hold BEP as of Q4 2021.

  • New England Research & Management reported no remaining Brookfield Renewable position as of Q4 2021 after selling out during the quarter.
  • New England Research & Management sold 5,650 Brookfield Renewable shares in Q4 2021, an estimated $209K.
  • New England Research & Management first reported a position in Brookfield Renewable in Q1 2021 and held it in 3 quarters.
  • New England Research & Management's Brookfield Renewable position peaked at $262K in Q1 2021.
  • 252 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2021.

Based on New England Research & Management's 13F filing for Q4 2021, filed 5 Jan 2022.