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

Other funds holding TERP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PSAMP

P. Schoenfeld Asset Management (PSAM) New York $244M AUM 110.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Envestnet Asset Management's TERP Position: Q2 2020 in Review

Envestnet Asset Management sold out of TerraForm Power, Inc (TERP) in Q2 2020, closing a stake of 38,188 shares — an estimated $602K sold.

Envestnet Asset Management first reported a position in TERP in Q4 2016 and held it in 8 quarters. The position peaked at $602K in Q1 2020. 180 funds tracked by Wall St. Rank hold TERP as of Q2 2020.

Envestnet Asset Management reported no remaining TerraForm Power, Inc position as of Q2 2020 after selling out during the quarter.
Envestnet Asset Management sold 38,188 TerraForm Power, Inc shares in Q2 2020, an estimated $602K.
Envestnet Asset Management first reported a position in TerraForm Power, Inc in Q4 2016 and held it in 8 quarters.
Envestnet Asset Management's TerraForm Power, Inc position peaked at $602K in Q1 2020.
180 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q2 2020.

Based on Envestnet Asset Management's 13F filing for Q2 2020, filed 8 Jul 2020.