AB
TERP

Amalgamated Bank’s TerraForm Power, Inc TERP Stock Holding History

Amalgamated Bank’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
2020
Q2 		– Sell
-13,669
Closed -$216K – 1746
2020
Q1 		$216K Sell
13,669
-569
-4% -$9.9K 0.01% 1325
2019
Q4 		$219K Buy
14,238
+1,876
+15% +$30.2K ﹤0.01% 1599
2019
Q3 		$225K Sell
12,362
-93
-0.7% -$1.5K ﹤0.01% 1489
2019
Q2 		$178K Buy
12,455
+1,882
+18% +$25.8K ﹤0.01% 1616
2019
Q1 		$145K Buy
10,573
+435
+4% +$5.35K ﹤0.01% 1567
2018
Q4 		$114K Buy
+10,138
New +$114K ﹤0.01% 1511
2018
Q3 		– Sell
-10,201
Closed -$119K – 1740
2018
Q2 		$119K Buy
+10,201
New +$114K ﹤0.01% 1641
2017
Q4 		– Sell
-10,153
Closed -$134K – 1671
2017
Q3 		$134K Sell
10,153
-98
-1% -$1.28K ﹤0.01% 1502
2017
Q2 		$123K Sell
10,251
-744
-7% -$9.12K ﹤0.01% 1502
2017
Q1 		$136K Buy
10,995
+20
+0.2% +$241 0.01% 1423
2016
Q4 		$141K Buy
+10,975
New +$143K 0.01% 1431
2015
Q3 		– Sell
-5,743
Closed -$218K – 1368
2015
Q2 		$218K Buy
+5,743
New +$227K 0.02% 1200

Other funds holding TERP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSAMP
P. Schoenfeld Asset Management (PSAM) New York $126M AUM 97.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return