GWM
TERP

Gupta Wealth Management’s TerraForm Power, Inc TERP Stock Holding History

Gupta Wealth 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
2015
Q4 		– Sell
-4,300
Closed -$61K – 1403
2015
Q3 		$61K Buy
+4,300
New +$115K 0.01% 413

Other funds holding TERP

AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AM
Appaloosa Management Miami Beach, Florida $5.01B AUM 0.22% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
RH
Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Gupta Wealth Management's TERP Position: Q4 2015 in Review

Gupta Wealth Management sold out of TerraForm Power, Inc (TERP) in Q4 2015, closing a stake of 4,300 shares — an estimated $61K sold.

Gupta Wealth Management first reported a position in TERP in Q3 2015 and held it in 1 quarter. The position peaked at $61K in Q3 2015. 143 funds tracked by Wall St. Rank hold TERP as of Q4 2015.

  • Gupta Wealth Management reported no remaining TerraForm Power, Inc position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 4,300 TerraForm Power, Inc shares in Q4 2015, an estimated $61K.
  • Gupta Wealth Management first reported a position in TerraForm Power, Inc in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's TerraForm Power, Inc position peaked at $61K in Q3 2015.
  • 143 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.