AssetMark Inc
TERP

AssetMark Inc’s TerraForm Power, Inc TERP Stock Holding History

AssetMark Inc’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
Q1 		– Sell
-66
Closed -$1K – 1607
2019
Q4 		$1K Buy
66
+11
+20% +$177 ﹤0.01% 1374
2019
Q3 		$1K Buy
+55
New +$890 ﹤0.01% 1302
2019
Q1 		– Sell
-5,163
Closed -$58K – 1595
2018
Q4 		$58K Buy
+5,163
New +$58.1K ﹤0.01% 657

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
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
PSAMP
P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AssetMark Inc's TERP Position: Q1 2020 in Review

AssetMark Inc sold out of TerraForm Power, Inc (TERP) in Q1 2020, closing a stake of 66 shares — an estimated $1K sold.

AssetMark Inc first reported a position in TERP in Q4 2018 and held it in 3 quarters. The position peaked at $58K in Q4 2018. 175 funds tracked by Wall St. Rank hold TERP as of Q1 2020.

  • AssetMark Inc reported no remaining TerraForm Power, Inc position as of Q1 2020 after selling out during the quarter.
  • AssetMark Inc sold 66 TerraForm Power, Inc shares in Q1 2020, an estimated $1K.
  • AssetMark Inc first reported a position in TerraForm Power, Inc in Q4 2018 and held it in 3 quarters.
  • AssetMark Inc's TerraForm Power, Inc position peaked at $58K in Q4 2018.
  • 175 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q1 2020.

Based on AssetMark Inc's 13F filing for Q1 2020, filed 12 May 2020.