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

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

Principal Financial Group

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Toronto Dominion Bank

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

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

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