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 $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WFG Advisors's BEP Position: Q2 2017 in Review

WFG Advisors opened a new position in Brookfield Renewable (BEP) in Q2 2017: 422 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1211 among its holdings. This is a return to the name: WFG Advisors previously reported a position in BEP as recently as Q4 2016.

WFG Advisors first reported a position in BEP in Q2 2013 and has held it in 16 quarters since. The position peaked at $8K in Q4 2013. 79 funds tracked by Wall St. Rank hold BEP as of Q2 2017.

WFG Advisors held 422 shares of Brookfield Renewable worth $7K as of Q2 2017.
Brookfield Renewable was a new WFG Advisors position in Q2 2017.
Brookfield Renewable made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1211 holding.
WFG Advisors first reported a position in Brookfield Renewable in Q2 2013 and has held it in 16 quarters since.
WFG Advisors's Brookfield Renewable position peaked at $8K in Q4 2013.
79 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.