FNBT
TERP

FineMark National Bank & Trust’s TerraForm Power, Inc TERP Stock Holding History

FineMark National Bank & Trust’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
-18,300
Closed -$334K – 399
2019
Q3 		$334K Buy
+18,300
New +$296K 0.02% 287

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 $5.72T AUM 30.48% 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 $97.9B AUM 20.73% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FineMark National Bank & Trust's TERP Position: Q4 2019 in Review

FineMark National Bank & Trust sold out of TerraForm Power, Inc (TERP) in Q4 2019, closing a stake of 18,300 shares — an estimated $334K sold.

FineMark National Bank & Trust first reported a position in TERP in Q3 2019 and held it in 1 quarter. The position peaked at $334K in Q3 2019. 180 funds tracked by Wall St. Rank hold TERP as of Q4 2019.

  • FineMark National Bank & Trust reported no remaining TerraForm Power, Inc position as of Q4 2019 after selling out during the quarter.
  • FineMark National Bank & Trust sold 18,300 TerraForm Power, Inc shares in Q4 2019, an estimated $334K.
  • FineMark National Bank & Trust first reported a position in TerraForm Power, Inc in Q3 2019 and held it in 1 quarter.
  • FineMark National Bank & Trust's TerraForm Power, Inc position peaked at $334K in Q3 2019.
  • 180 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q4 2019.

Based on FineMark National Bank & Trust's 13F filing for Q4 2019, filed 7 Feb 2020.