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Richard C. Young & Co’s Brookfield Renewable BEP Stock Holding History

Richard C. Young & Co’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
2017
Q3 		– Sell
-230,909
Closed -$3.93M – 67
2017
Q2 		$3.93M Sell
230,909
-93,258
-29% -$1.57M 0.77% 43
2017
Q1 		$5.14M Sell
324,167
-10,058
-3% -$157K 1.01% 41
2016
Q4 		$5.29M Sell
334,225
-19,700
-6% -$310K 1.11% 41
2016
Q3 		$5.8M Sell
353,925
-22,745
-6% -$372K 1.25% 37
2016
Q2 		$5.98M Sell
376,670
-29,185
-7% -$456K 1.33% 34
2016
Q1 		$6.48M Sell
405,855
-11,796
-3% -$167K 1.46% 32
2015
Q4 		$5.83M Sell
417,651
-17,352
-4% -$239K 1.33% 35
2015
Q3 		$6.37M Sell
435,003
-12,687
-3% -$189K 1.58% 31
2015
Q2 		$7.08M Sell
447,690
-13,246
-3% -$220K 1.6% 28
2015
Q1 		$7.76M Buy
460,936
+3,346
+0.7% +$55.6K 1.69% 28
2014
Q4 		$7.54M Sell
457,590
-5,926
-1% -$96.6K 1.59% 28
2014
Q3 		$7.53M Sell
463,516
-7,437
-2% -$117K 1.61% 30
2014
Q2 		$7.44M Sell
470,953
-7,005
-1% -$109K 1.51% 34
2014
Q1 		$7.42M Sell
477,958
-18,449
-4% -$270K 1.58% 33
2013
Q4 		$6.92M Sell
496,407
-4,114
-0.8% -$58.3K 1.5% 33
2013
Q3 		$7.11M Buy
500,521
+6,484
+1% +$92.3K 1.61% 31
2013
Q2 		$7.35M Buy
+494,037
New +$7.39M 1.83% 27

Other funds holding BEP

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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

Richard C. Young & Co's BEP Position: Q3 2017 in Review

Richard C. Young & Co sold out of Brookfield Renewable (BEP) in Q3 2017, closing a stake of 230,909 shares — an estimated $3.93M sold.

Richard C. Young & Co first reported a position in BEP in Q2 2013 and held it in 17 quarters. The position peaked at $7.76M in Q1 2015. 82 funds tracked by Wall St. Rank hold BEP as of Q3 2017.

  • Richard C. Young & Co reported no remaining Brookfield Renewable position as of Q3 2017 after selling out during the quarter.
  • Richard C. Young & Co sold 230,909 Brookfield Renewable shares in Q3 2017, an estimated $3.93M.
  • Richard C. Young & Co first reported a position in Brookfield Renewable in Q2 2013 and held it in 17 quarters.
  • Richard C. Young & Co's Brookfield Renewable position peaked at $7.76M in Q1 2015.
  • 82 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2017.

Based on Richard C. Young & Co's 13F filing for Q3 2017, filed 9 Nov 2017.