IRF
TERP

IBM Retirement Fund’s TerraForm Power, Inc TERP Stock Holding History

IBM Retirement Fund’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
Q1 		– Sell
-13,452
Closed -$169K – 1024
2015
Q4 		$169K Buy
+13,452
New +$192K ﹤0.01% 1109
2015
Q3 		– Sell
-9,141
Closed -$347K – 1021
2015
Q2 		$347K Buy
+9,141
New +$361K 0.01% 1016

Other funds holding TERP

AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IBM Retirement Fund's TERP Position: Q1 2016 in Review

IBM Retirement Fund sold out of TerraForm Power, Inc (TERP) in Q1 2016, closing a stake of 13,452 shares — an estimated $169K sold.

IBM Retirement Fund first reported a position in TERP in Q2 2015 and held it in 2 quarters. The position peaked at $347K in Q2 2015. 144 funds tracked by Wall St. Rank hold TERP as of Q1 2016.

  • IBM Retirement Fund reported no remaining TerraForm Power, Inc position as of Q1 2016 after selling out during the quarter.
  • IBM Retirement Fund sold 13,452 TerraForm Power, Inc shares in Q1 2016, an estimated $169K.
  • IBM Retirement Fund first reported a position in TerraForm Power, Inc in Q2 2015 and held it in 2 quarters.
  • IBM Retirement Fund's TerraForm Power, Inc position peaked at $347K in Q2 2015.
  • 144 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q1 2016.

Based on IBM Retirement Fund's 13F filing for Q1 2016, filed 9 May 2016.