FANJ
TERP

Financial Architects (New Jersey)’s TerraForm Power, Inc TERP Stock Holding History

Financial Architects (New Jersey)’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
2016
Q3 		– Sell
-2,000
Closed -$22K – 1533
2016
Q2 		$22K Buy
+2,000
New +$18.5K 0.01% 761

Other funds holding TERP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Financial Architects (New Jersey)'s TERP Position: Q3 2016 in Review

Financial Architects (New Jersey) sold out of TerraForm Power, Inc (TERP) in Q3 2016, closing a stake of 2,000 shares — an estimated $22K sold.

Financial Architects (New Jersey) first reported a position in TERP in Q2 2016 and held it in 1 quarter. The position peaked at $22K in Q2 2016. 132 funds tracked by Wall St. Rank hold TERP as of Q3 2016.

  • Financial Architects (New Jersey) reported no remaining TerraForm Power, Inc position as of Q3 2016 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2,000 TerraForm Power, Inc shares in Q3 2016, an estimated $22K.
  • Financial Architects (New Jersey) first reported a position in TerraForm Power, Inc in Q2 2016 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s TerraForm Power, Inc position peaked at $22K in Q2 2016.
  • 132 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q3 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2016, filed 28 Oct 2016.