DI
TERP

Disciplined Investments’s TerraForm Power, Inc TERP Stock Holding History

Disciplined Investments’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
-350
Closed -$6K – 462
2020
Q1 		$6K Buy
+350
New +$6.09K 0.01% 313

Other funds holding TERP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSAMP
P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's TERP Position: Q2 2020 in Review

Disciplined Investments sold out of TerraForm Power, Inc (TERP) in Q2 2020, closing a stake of 350 shares — an estimated $6K sold.

Disciplined Investments first reported a position in TERP in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 180 funds tracked by Wall St. Rank hold TERP as of Q2 2020.

  • Disciplined Investments reported no remaining TerraForm Power, Inc position as of Q2 2020 after selling out during the quarter.
  • Disciplined Investments sold 350 TerraForm Power, Inc shares in Q2 2020, an estimated $6K.
  • Disciplined Investments first reported a position in TerraForm Power, Inc in Q1 2020 and held it in 1 quarter.
  • Disciplined Investments's TerraForm Power, Inc position peaked at $6K in Q1 2020.
  • 180 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q2 2020.

Based on Disciplined Investments's 13F filing for Q2 2020, filed 13 Aug 2020.