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Trilogy Capital’s Brookfield Renewable BEP Stock Holding History

Trilogy Capital’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
2018
Q4 		– Sell
-236
Closed -$4K – 176
2018
Q3 		$4K Buy
236
+1
+0.4% +$16 ﹤0.01% 420
2018
Q2 		$4K Buy
+235
New +$3.85K ﹤0.01% 382

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $26.8B AUM 33.07% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Trilogy Capital's BEP Position: Q4 2018 in Review

Trilogy Capital sold out of Brookfield Renewable (BEP) in Q4 2018, closing a stake of 236 shares — an estimated $4K sold.

Trilogy Capital first reported a position in BEP in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 119 funds tracked by Wall St. Rank hold BEP as of Q4 2018.

  • Trilogy Capital reported no remaining Brookfield Renewable position as of Q4 2018 after selling out during the quarter.
  • Trilogy Capital sold 236 Brookfield Renewable shares in Q4 2018, an estimated $4K.
  • Trilogy Capital first reported a position in Brookfield Renewable in Q2 2018 and held it in 2 quarters.
  • Trilogy Capital's Brookfield Renewable position peaked at $4K in Q3 2018.
  • 119 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2018.

Based on Trilogy Capital's 13F filing for Q4 2018, filed 15 Jan 2019.