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Orion Portfolio Solutions’s Brookfield Renewable BEP Stock Holding History

Orion Portfolio Solutions’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
Q2 		– Sell
-563
Closed -$13K – 2189
2020
Q1 		$13K Buy
+563
New +$14.3K ﹤0.01% 966

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Orion Portfolio Solutions's BEP Position: Q2 2020 in Review

Orion Portfolio Solutions sold out of Brookfield Renewable (BEP) in Q2 2020, closing a stake of 563 shares — an estimated $13K sold.

Orion Portfolio Solutions first reported a position in BEP in Q1 2020 and held it in 1 quarter. The position peaked at $13K in Q1 2020. 202 funds tracked by Wall St. Rank hold BEP as of Q2 2020.

  • Orion Portfolio Solutions reported no remaining Brookfield Renewable position as of Q2 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 563 Brookfield Renewable shares in Q2 2020, an estimated $13K.
  • Orion Portfolio Solutions first reported a position in Brookfield Renewable in Q1 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Brookfield Renewable position peaked at $13K in Q1 2020.
  • 202 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2020.

Based on Orion Portfolio Solutions's 13F filing for Q2 2020, filed 13 Aug 2020.