Envestnet Asset Management
TERP

Envestnet Asset Management’s TerraForm Power, Inc TERP Stock Holding History

Envestnet Asset 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
2020
Q2 		– Sell
-38,188
Closed -$602K – 3228
2020
Q1 		$602K Buy
38,188
+10,577
+38% +$184K ﹤0.01% 2110
2019
Q4 		$425K Sell
27,611
-2,294
-8% -$37K ﹤0.01% 2550
2019
Q3 		$545K Sell
29,905
-5,743
-16% -$92.9K ﹤0.01% 2324
2019
Q2 		$510K Buy
+35,648
New +$489K ﹤0.01% 2398
2017
Q4 		– Sell
-110
Closed -$1K – 3068
2017
Q3 		$1K Hold
110
– – ﹤0.01% 2897
2017
Q2 		$1K Hold
110
– – ﹤0.01% 3037
2017
Q1 		$1K Hold
110
– – ﹤0.01% 3098
2016
Q4 		$1K Buy
+110
New +$1.43K ﹤0.01% 3081

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