WFG Advisors’s Brookfield Renewable BEP Stock Holding History

WFG Advisors’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
2017 Q2	$7K	Buy	+422	New	+$7.08K	﹤0.01%	1211
2017 Q1	–	Sell	-411	Closed	-$7K	–	1496
2016 Q4	$7K	Buy	411 +6	+1%	+$94	﹤0.01%	1192
2016 Q3	$7K	Buy	405 +3	+0.7%	+$49	﹤0.01%	1213
2016 Q2	$6K	Buy	402 +6	+2%	+$94	﹤0.01%	1202
2016 Q1	$6K	Buy	396 +6	+2%	+$85	﹤0.01%	1150
2015 Q4	$5K	Buy	390 +5	+1%	+$69	﹤0.01%	1214
2015 Q3	$6K	Buy	385 +6	+2%	+$90	﹤0.01%	1210
2015 Q2	$6K	Buy	379 +4	+1%	+$66	﹤0.01%	1297
2015 Q1	$6K	Hold	375	–	–	﹤0.01%	1306
2014 Q4	$6K	Hold	375	–	–	﹤0.01%	1592
2014 Q3	$6K	Hold	375	–	–	﹤0.01%	1607
2014 Q2	$6K	Hold	375	–	–	﹤0.01%	1600
2014 Q1	$6K	Sell	375 -188	-33%	-$2.75K	﹤0.01%	1576
2013 Q4	$8K	Hold	563	–	–	﹤0.01%	1634
2013 Q3	$8K	Hold	563	–	–	﹤0.01%	1595
2013 Q2	$8K	Buy	+563	New	+$8.42K	﹤0.01%	1522

Other funds holding BEP

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

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

ClearBridge Investments

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

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

Principal Financial Group

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return