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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PSAMP

P. Schoenfeld Asset Management (PSAM) New York $244M AUM 110.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amalgamated Bank's TERP Position: Q2 2020 in Review

Amalgamated Bank sold out of TerraForm Power, Inc (TERP) in Q2 2020, closing a stake of 13,669 shares — an estimated $216K sold.

Amalgamated Bank first reported a position in TERP in Q2 2015 and held it in 12 quarters. The position peaked at $225K in Q3 2019. 180 funds tracked by Wall St. Rank hold TERP as of Q2 2020.

Amalgamated Bank reported no remaining TerraForm Power, Inc position as of Q2 2020 after selling out during the quarter.
Amalgamated Bank sold 13,669 TerraForm Power, Inc shares in Q2 2020, an estimated $216K.
Amalgamated Bank first reported a position in TerraForm Power, Inc in Q2 2015 and held it in 12 quarters.
Amalgamated Bank's TerraForm Power, Inc position peaked at $225K in Q3 2019.
180 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q2 2020.

Based on Amalgamated Bank's 13F filing for Q2 2020, filed 10 Aug 2020.