LTFS
TERP

Ladenburg Thalmann Financial Services’s TerraForm Power, Inc TERP Stock Holding History

Ladenburg Thalmann Financial Services’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 		$59K Sell
3,821
-409
-10% -$6.59K ﹤0.01% 3412
2019
Q3 		$77K Buy
4,230
+1,384
+49% +$22.4K ﹤0.01% 3132
2019
Q2 		$41K Buy
2,846
+202
+8% +$2.77K ﹤0.01% 3602
2019
Q1 		$36K Buy
2,644
+2
+0.1% +$25 ﹤0.01% 3637
2018
Q4 		$30K Buy
2,642
+2
+0.1% +$22 ﹤0.01% 3637
2018
Q3 		$30K Buy
2,640
+2,507
+1,885% +$27.8K ﹤0.01% 3654
2018
Q2 		$1K Hold
133
– – ﹤0.01% 5072
2018
Q1 		$1K Hold
133
– – ﹤0.01% 5072
2017
Q4 		$2K Sell
133
-672
-83% -$8.39K ﹤0.01% 4853
2017
Q3 		$11K Sell
805
-213
-21% -$2.78K ﹤0.01% 4066
2017
Q2 		$12K Hold
1,018
– – ﹤0.01% 3931
2017
Q1 		$13K Hold
1,018
– – ﹤0.01% 3863
2016
Q4 		$13K Sell
1,018
-800
-44% -$10.4K ﹤0.01% 3756
2016
Q3 		$25K Buy
1,818
+800
+79% +$10K ﹤0.01% 3261
2016
Q2 		$11K Hold
1,018
– – ﹤0.01% 3747
2016
Q1 		$9K Sell
1,018
-150
-13% -$1.4K ﹤0.01% 3795
2015
Q4 		$15K Sell
1,168
-1,544
-57% -$22K ﹤0.01% 3444
2015
Q3 		$39K Buy
2,712
+1,329
+96% +$35.6K ﹤0.01% 2647
2015
Q2 		$53K Buy
1,383
+1
+0.1% +$39 ﹤0.01% 2552
2015
Q1 		$50K Buy
1,382
+1,182
+591% +$38.9K ﹤0.01% 2560
2014
Q4 		$6K Buy
+200
New +$5.69K ﹤0.01% 3693

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

Ladenburg Thalmann Financial Services's TERP Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its TerraForm Power, Inc (TERP) stake by 9.7% in Q4 2019, selling an estimated $6.59K and leaving 3,821 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #3412.

Ladenburg Thalmann Financial Services first reported a position in TERP in Q4 2014 and has held it in 21 quarters since. The position peaked at $77K in Q3 2019. 180 funds tracked by Wall St. Rank hold TERP as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 3,821 shares of TerraForm Power, Inc worth $59K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 409 TerraForm Power, Inc shares in Q4 2019, an estimated $6.59K.
  • TerraForm Power, Inc made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3412 holding.
  • Ladenburg Thalmann Financial Services first reported a position in TerraForm Power, Inc in Q4 2014 and has held it in 21 quarters since.
  • Ladenburg Thalmann Financial Services's TerraForm Power, Inc position peaked at $77K in Q3 2019.
  • 180 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.