Wagner Wealth Management (South Carolina)’s Brookfield Renewable BEP Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q3	$6K	Hold	375	–	–	﹤0.01%	471
2018 Q2	$6K	Hold	375	–	–	﹤0.01%	444
2018 Q1	$6K	Hold	375	–	–	﹤0.01%	410
2017 Q4	$7K	Buy	+375	New	+$6.77K	0.01%	456

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s BEP Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Brookfield Renewable (BEP) position steady in Q3 2018 at 375 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Wagner Wealth Management (South Carolina) first reported a position in BEP in Q4 2017 and has held it in 4 quarters since. The position peaked at $7K in Q4 2017. 111 funds tracked by Wall St. Rank hold BEP as of Q3 2018.

Wagner Wealth Management (South Carolina) held 375 shares of Brookfield Renewable worth $6K as of Q3 2018.
Wagner Wealth Management (South Carolina) left its Brookfield Renewable share count unchanged in Q3 2018.
Brookfield Renewable made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #471 holding.
Wagner Wealth Management (South Carolina) first reported a position in Brookfield Renewable in Q4 2017 and has held it in 4 quarters since.
Wagner Wealth Management (South Carolina)'s Brookfield Renewable position peaked at $7K in Q4 2017.
111 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.