RIA
BEP icon

Realta Investment Advisors’s Brookfield Renewable BEP Stock Holding History

Realta Investment Advisors’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
2019
Q4 		– Sell
-1,501
Closed -$32K – 1591
2019
Q3 		$32K Buy
+1,501
New +$29.4K 0.01% 783

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Realta Investment Advisors's BEP Position: Q4 2019 in Review

Realta Investment Advisors sold out of Brookfield Renewable (BEP) in Q4 2019, closing a stake of 1,501 shares — an estimated $32K sold.

Realta Investment Advisors first reported a position in BEP in Q3 2019 and held it in 1 quarter. The position peaked at $32K in Q3 2019. 169 funds tracked by Wall St. Rank hold BEP as of Q4 2019.

  • Realta Investment Advisors reported no remaining Brookfield Renewable position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 1,501 Brookfield Renewable shares in Q4 2019, an estimated $32K.
  • Realta Investment Advisors first reported a position in Brookfield Renewable in Q3 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Brookfield Renewable position peaked at $32K in Q3 2019.
  • 169 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.