SEI Investments

SEI Investments’s Brookfield Renewable BEP Stock Holding History

SEI Investments’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 Q1	–	Sell	-7,487	Closed	-$323K	–	2476
2020 Q4	$323K	Sell	7,487 -4,162	-36%	-$160K	﹤0.01%	2177
2020 Q3	$408K	Sell	11,649 -40,722	-78%	-$1.2M	﹤0.01%	1966
2020 Q2	$1.34M	Buy	+52,371	New	+$1.32M	﹤0.01%	1441
2016 Q3	–	Sell	-188	Closed	-$3K	–	2837
2016 Q2	$3K	Buy	+188	New	+$2.94K	﹤0.01%	2435
2016 Q1	–	Hold	0	–	–	–	2505
2015 Q4	–	Hold	0	–	–	–	2529
2015 Q3	–	Sell	-340	Closed	-$5K	–	2484
2015 Q2	$5K	Sell	340 -6,010	-95%	-$99.8K	﹤0.01%	2001
2015 Q1	$107K	Buy	6,350 +289	+5%	+$4.8K	﹤0.01%	1539
2014 Q4	$100K	Buy	+6,061	New	+$98.8K	﹤0.01%	1570

Other funds holding BEP

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return