EIM
TERP

Essex Investment Management’s TerraForm Power, Inc TERP Stock Holding History

Essex Investment 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
2019
Q4 		– Sell
-39,455
Closed -$719K – 530
2019
Q3 		$719K Buy
+39,455
New +$638K 0.1% 251

Other funds holding TERP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Essex Investment Management's TERP Position: Q4 2019 in Review

Essex Investment Management sold out of TerraForm Power, Inc (TERP) in Q4 2019, closing a stake of 39,455 shares — an estimated $719K sold.

Essex Investment Management first reported a position in TERP in Q3 2019 and held it in 1 quarter. The position peaked at $719K in Q3 2019. 180 funds tracked by Wall St. Rank hold TERP as of Q4 2019.

  • Essex Investment Management reported no remaining TerraForm Power, Inc position as of Q4 2019 after selling out during the quarter.
  • Essex Investment Management sold 39,455 TerraForm Power, Inc shares in Q4 2019, an estimated $719K.
  • Essex Investment Management first reported a position in TerraForm Power, Inc in Q3 2019 and held it in 1 quarter.
  • Essex Investment Management's TerraForm Power, Inc position peaked at $719K in Q3 2019.
  • 180 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q4 2019.

Based on Essex Investment Management's 13F filing for Q4 2019, filed 10 Feb 2020.