IAA
TERP

Independent Advisor Alliance’s TerraForm Power, Inc TERP Stock Holding History

Independent Advisor Alliance’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
2020
Q2 		– Sell
-21,891
Closed -$345K – 556
2020
Q1 		$345K Buy
21,891
+2,894
+15% +$50.4K 0.05% 255
2019
Q4 		$292K Buy
18,997
+41
+0.2% +$661 0.01% 688
2019
Q3 		$345K Buy
18,956
+35
+0.2% +$566 0.04% 307
2019
Q2 		$271K Buy
+18,921
New +$260K 0.04% 320

Other funds holding TERP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSAMP
P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Advisor Alliance's TERP Position: Q2 2020 in Review

Independent Advisor Alliance sold out of TerraForm Power, Inc (TERP) in Q2 2020, closing a stake of 21,891 shares — an estimated $345K sold.

Independent Advisor Alliance first reported a position in TERP in Q2 2019 and held it in 4 quarters. The position peaked at $345K in Q1 2020. 180 funds tracked by Wall St. Rank hold TERP as of Q2 2020.

  • Independent Advisor Alliance reported no remaining TerraForm Power, Inc position as of Q2 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 21,891 TerraForm Power, Inc shares in Q2 2020, an estimated $345K.
  • Independent Advisor Alliance first reported a position in TerraForm Power, Inc in Q2 2019 and held it in 4 quarters.
  • Independent Advisor Alliance's TerraForm Power, Inc position peaked at $345K in Q1 2020.
  • 180 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q2 2020.

Based on Independent Advisor Alliance's 13F filing for Q2 2020, filed 6 Aug 2020.