AG
TERP

Advisor Group’s TerraForm Power, Inc TERP Stock Holding History

Advisor Group’s Portfolio TERP Stock Details TERP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$65K Sell
4,206
-699
-14% -$11.3K ﹤0.01% 3248
2019
Q3 		$89K Sell
4,905
-115
-2% -$1.86K ﹤0.01% 2978
2019
Q2 		$72K Buy
5,020
+2,988
+147% +$41K ﹤0.01% 3111
2019
Q1 		$27K Sell
2,032
-1,384
-41% -$17K ﹤0.01% 3819
2018
Q4 		$38K Buy
3,416
+535
+19% +$6.02K ﹤0.01% 3396
2018
Q3 		$33K Buy
+2,881
New +$31.9K ﹤0.01% 3579

Other funds holding TERP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisor Group's TERP Position: Q4 2019 in Review

Advisor Group reduced its TerraForm Power, Inc (TERP) stake by 14% in Q4 2019, selling an estimated $11.3K and leaving 4,206 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #3248.

Advisor Group first reported a position in TERP in Q3 2018 and has held it in 6 quarters since. The position peaked at $89K in Q3 2019. 180 funds tracked by Wall St. Rank hold TERP as of Q4 2019.

  • Advisor Group held 4,206 shares of TerraForm Power, Inc worth $65K as of Q4 2019.
  • Advisor Group sold 699 TerraForm Power, Inc shares in Q4 2019, an estimated $11.3K.
  • TerraForm Power, Inc made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3248 holding.
  • Advisor Group first reported a position in TerraForm Power, Inc in Q3 2018 and has held it in 6 quarters since.
  • Advisor Group's TerraForm Power, Inc position peaked at $89K in Q3 2019.
  • 180 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.