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YorkBridge Wealth Partners’s Brookfield Renewable BEP Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-450
Closed -$8K – 217
2019
Q2 		$8K Buy
450
+37
+9% +$639 ﹤0.01% 602
2019
Q1 		$7K Hold
413
– – ﹤0.01% 624
2018
Q4 		$6K Buy
413
+38
+10% +$569 ﹤0.01% 611
2018
Q3 		$6K Buy
375
+18
+5% +$295 ﹤0.01% 640
2018
Q2 		$6K Hold
357
– – ﹤0.01% 670
2018
Q1 		$6K Hold
357
– – ﹤0.01% 663
2017
Q4 		$6K Buy
+357
New +$6.45K ﹤0.01% 681

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

YorkBridge Wealth Partners's BEP Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Brookfield Renewable (BEP) in Q3 2019, closing a stake of 450 shares — an estimated $8K sold.

YorkBridge Wealth Partners first reported a position in BEP in Q4 2017 and held it in 7 quarters. The position peaked at $8K in Q2 2019. 155 funds tracked by Wall St. Rank hold BEP as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Brookfield Renewable position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 450 Brookfield Renewable shares in Q3 2019, an estimated $8K.
  • YorkBridge Wealth Partners first reported a position in Brookfield Renewable in Q4 2017 and held it in 7 quarters.
  • YorkBridge Wealth Partners's Brookfield Renewable position peaked at $8K in Q2 2019.
  • 155 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.