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Patriot Investment Management Group’s Brookfield Renewable BEP Stock Holding History

Patriot Investment Management Group’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
-460
Closed -$11.7K – 242
2020
Q2 		$11.7K Buy
+460
New +$11.6K ﹤0.01% 486

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
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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Patriot Investment Management Group's BEP Position: Q3 2020 in Review

Patriot Investment Management Group sold out of Brookfield Renewable (BEP) in Q3 2020, closing a stake of 460 shares — an estimated $11.7K sold.

Patriot Investment Management Group first reported a position in BEP in Q2 2020 and held it in 1 quarter. The position peaked at $11.7K in Q2 2020. 227 funds tracked by Wall St. Rank hold BEP as of Q3 2020.

  • Patriot Investment Management Group reported no remaining Brookfield Renewable position as of Q3 2020 after selling out during the quarter.
  • Patriot Investment Management Group sold 460 Brookfield Renewable shares in Q3 2020, an estimated $11.7K.
  • Patriot Investment Management Group first reported a position in Brookfield Renewable in Q2 2020 and held it in 1 quarter.
  • Patriot Investment Management Group's Brookfield Renewable position peaked at $11.7K in Q2 2020.
  • 227 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2020.

Based on Patriot Investment Management Group's 13F filing for Q3 2020, filed 23 Oct 2020.