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Wealthspire Advisors (Maryland)’s Brookfield Renewable BEP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-938
Closed -$16K – 625
2019
Q1 		$16K Hold
938
– – ﹤0.01% 1355
2018
Q4 		$13K Buy
+938
New +$14K ﹤0.01% 1365

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BEP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Brookfield Renewable (BEP) in Q2 2019, closing a stake of 938 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in BEP in Q4 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2019. 138 funds tracked by Wall St. Rank hold BEP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Brookfield Renewable position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 938 Brookfield Renewable shares in Q2 2019, an estimated $16K.
  • Wealthspire Advisors (Maryland) first reported a position in Brookfield Renewable in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Brookfield Renewable position peaked at $16K in Q1 2019.
  • 138 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.