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Terra Nova Asset Management’s Brookfield Renewable BEP Stock Holding History

Terra Nova Asset Management’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
2015
Q3 		– Sell
-36,554
Closed -$578K – 112
2015
Q2 		$578K Hold
36,554
– – 0.47% 62
2015
Q1 		$615K Buy
+36,554
New +$607K 0.51% 58

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Terra Nova Asset Management's BEP Position: Q3 2015 in Review

Terra Nova Asset Management sold out of Brookfield Renewable (BEP) in Q3 2015, closing a stake of 36,554 shares — an estimated $578K sold.

Terra Nova Asset Management first reported a position in BEP in Q1 2015 and held it in 2 quarters. The position peaked at $615K in Q1 2015. 79 funds tracked by Wall St. Rank hold BEP as of Q3 2015.

  • Terra Nova Asset Management reported no remaining Brookfield Renewable position as of Q3 2015 after selling out during the quarter.
  • Terra Nova Asset Management sold 36,554 Brookfield Renewable shares in Q3 2015, an estimated $578K.
  • Terra Nova Asset Management first reported a position in Brookfield Renewable in Q1 2015 and held it in 2 quarters.
  • Terra Nova Asset Management's Brookfield Renewable position peaked at $615K in Q1 2015.
  • 79 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2015.

Based on Terra Nova Asset Management's 13F filing for Q3 2015, filed 1 Dec 2015.