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Squar Milner Financial Services’s Brookfield Renewable BEP Stock Holding History

Squar Milner Financial Services’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
-422
Closed -$9K – 261
2020
Q1 		$9K Buy
+422
New +$10.7K 0.01% 549

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Squar Milner Financial Services's BEP Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Brookfield Renewable (BEP) in Q2 2020, closing a stake of 422 shares — an estimated $9K sold.

Squar Milner Financial Services first reported a position in BEP in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 202 funds tracked by Wall St. Rank hold BEP as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Brookfield Renewable position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 422 Brookfield Renewable shares in Q2 2020, an estimated $9K.
  • Squar Milner Financial Services first reported a position in Brookfield Renewable in Q1 2020 and held it in 1 quarter.
  • Squar Milner Financial Services's Brookfield Renewable position peaked at $9K in Q1 2020.
  • 202 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.