BIM
TERP

Bogle Investment Management’s TerraForm Power, Inc TERP Stock Holding History

Bogle Investment Management’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 		– Sell
-87,667
Closed -$1.6M – 353
2019
Q3 		$1.6M Buy
+87,667
New +$1.42M 0.14% 148

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

Bogle Investment Management's TERP Position: Q4 2019 in Review

Bogle Investment Management sold out of TerraForm Power, Inc (TERP) in Q4 2019, closing a stake of 87,667 shares — an estimated $1.6M sold.

Bogle Investment Management first reported a position in TERP in Q3 2019 and held it in 1 quarter. The position peaked at $1.6M in Q3 2019. 180 funds tracked by Wall St. Rank hold TERP as of Q4 2019.

  • Bogle Investment Management reported no remaining TerraForm Power, Inc position as of Q4 2019 after selling out during the quarter.
  • Bogle Investment Management sold 87,667 TerraForm Power, Inc shares in Q4 2019, an estimated $1.6M.
  • Bogle Investment Management first reported a position in TerraForm Power, Inc in Q3 2019 and held it in 1 quarter.
  • Bogle Investment Management's TerraForm Power, Inc position peaked at $1.6M in Q3 2019.
  • 180 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q4 2019.

Based on Bogle Investment Management's 13F filing for Q4 2019, filed 13 Feb 2020.