Caldwell & Orkin’s TerraForm Power, Inc TERP Stock Holding History

Caldwell & Orkin’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
2017 Q1	–	Sell	-244,300	Closed	-$3.13M	–	115
2016 Q4	$3.13M	Hold	244,300	–	–	1.99%	6
2016 Q3	$3.4M	Buy	+244,300	New	+$3.05M	2.34%	15

Other funds holding TERP

Credit Agricole Montrouge Cedex, France $38.1B AUM

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

AGC

Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Caldwell & Orkin's TERP Position: Q1 2017 in Review

Caldwell & Orkin sold out of TerraForm Power, Inc (TERP) in Q1 2017, closing a stake of 157,400 shares — an estimated $2.02M sold.

Caldwell & Orkin first reported a position in TERP in Q3 2016 and held it in 2 quarters. The position peaked at $2.19M in Q3 2016. 109 funds tracked by Wall St. Rank hold TERP as of Q1 2017.

Caldwell & Orkin reported no remaining TerraForm Power, Inc position as of Q1 2017 after selling out during the quarter.
Caldwell & Orkin sold 157,400 TerraForm Power, Inc shares in Q1 2017, an estimated $2.02M.
Caldwell & Orkin first reported a position in TerraForm Power, Inc in Q3 2016 and held it in 2 quarters.
Caldwell & Orkin's TerraForm Power, Inc position peaked at $2.19M in Q3 2016.
109 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q1 2017.

Based on Caldwell & Orkin's 13F filing for Q1 2017, filed 5 May 2017.