Howe & Rusling’s TerraForm Power, Inc TERP Stock Holding History

Howe & Rusling’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 Q2	–	Sell	-100	Closed	-$1K	–	1094
2016 Q1	$1K	Hold	100	–	–	﹤0.01%	984
2015 Q4	$1K	Hold	100	–	–	﹤0.01%	968
2015 Q3	$1K	Hold	100	–	–	﹤0.01%	1001
2015 Q2	$4K	Hold	100	–	–	﹤0.01%	739
2015 Q1	$4K	Buy	+100	New	+$3.29K	﹤0.01%	682

Other funds holding TERP

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Howe & Rusling's TERP Position: Q2 2016 in Review

Howe & Rusling sold out of TerraForm Power, Inc (TERP) in Q2 2016, closing a stake of 100 shares — an estimated $1K sold.

Howe & Rusling first reported a position in TERP in Q1 2015 and held it in 5 quarters. The position peaked at $4K in Q2 2015. 141 funds tracked by Wall St. Rank hold TERP as of Q2 2016.

Howe & Rusling reported no remaining TerraForm Power, Inc position as of Q2 2016 after selling out during the quarter.
Howe & Rusling sold 100 TerraForm Power, Inc shares in Q2 2016, an estimated $1K.
Howe & Rusling first reported a position in TerraForm Power, Inc in Q1 2015 and held it in 5 quarters.
Howe & Rusling's TerraForm Power, Inc position peaked at $4K in Q2 2015.
141 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q2 2016.

Based on Howe & Rusling's 13F filing for Q2 2016, filed 23 Aug 2016.