Curi RMB Capital’s TerraForm Power, Inc TERP Stock Holding History

Curi RMB Capital’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 Q2	–	Sell	-55,487	Closed	-$762K	–	875
2019 Q1	$762K	Sell	55,487 -10,301	-16%	-$127K	0.02%	495
2018 Q4	$738K	Buy	65,788 +8,789	+15%	+$98.8K	0.02%	550
2018 Q3	$658K	Buy	56,999 +21,063	+59%	+$234K	0.02%	580
2018 Q2	$420K	Buy	+35,936	New	+$401K	0.01%	657

Other funds holding TERP

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Curi RMB Capital's TERP Position: Q2 2019 in Review

Curi RMB Capital sold out of TerraForm Power, Inc (TERP) in Q2 2019, closing a stake of 55,487 shares — an estimated $762K sold.

Curi RMB Capital first reported a position in TERP in Q2 2018 and held it in 4 quarters. The position peaked at $762K in Q1 2019. 145 funds tracked by Wall St. Rank hold TERP as of Q2 2019.

Curi RMB Capital reported no remaining TerraForm Power, Inc position as of Q2 2019 after selling out during the quarter.
Curi RMB Capital sold 55,487 TerraForm Power, Inc shares in Q2 2019, an estimated $762K.
Curi RMB Capital first reported a position in TerraForm Power, Inc in Q2 2018 and held it in 4 quarters.
Curi RMB Capital's TerraForm Power, Inc position peaked at $762K in Q1 2019.
145 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q2 2019.

Based on Curi RMB Capital's 13F filing for Q2 2019, filed 13 Aug 2019.