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Triad Investment Management’s Brookfield Renewable BEP Stock Holding History

Triad Investment 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
2020
Q1 		– Sell
-52,032
Closed -$1.29M – 50
2019
Q4 		$1.29M Buy
52,032
+3,444
+7% +$81.3K 1.25% 33
2019
Q3 		$1.05M Sell
48,588
-26,459
-35% -$518K 1.14% 33
2019
Q2 		$1.38M Sell
75,047
-27,427
-27% -$473K 1.43% 30
2019
Q1 		$1.75M Buy
102,474
+69,001
+206% +$1.09M 1.78% 28
2018
Q4 		$462K Buy
+33,473
New +$501K 0.61% 41

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 $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Triad Investment Management's BEP Position: Q1 2020 in Review

Triad Investment Management sold out of Brookfield Renewable (BEP) in Q1 2020, closing a stake of 52,032 shares — an estimated $1.29M sold.

Triad Investment Management first reported a position in BEP in Q4 2018 and held it in 5 quarters. The position peaked at $1.75M in Q1 2019. 186 funds tracked by Wall St. Rank hold BEP as of Q1 2020.

  • Triad Investment Management reported no remaining Brookfield Renewable position as of Q1 2020 after selling out during the quarter.
  • Triad Investment Management sold 52,032 Brookfield Renewable shares in Q1 2020, an estimated $1.29M.
  • Triad Investment Management first reported a position in Brookfield Renewable in Q4 2018 and held it in 5 quarters.
  • Triad Investment Management's Brookfield Renewable position peaked at $1.75M in Q1 2019.
  • 186 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2020.

Based on Triad Investment Management's 13F filing for Q1 2020, filed 12 May 2020.