LFR
TERP

Lehman Financial Resources’s TerraForm Power, Inc TERP Stock Holding History

Lehman Financial Resources’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
Q3 		– Sell
-200
Closed -$7K – 507
2015
Q2 		$7K Buy
+200
New +$7.89K ﹤0.01% 342

Other funds holding TERP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Altai Capital Management West Hollywood, California $35M AUM 28.16% 1-Year Est. Return

Lehman Financial Resources's TERP Position: Q3 2015 in Review

Lehman Financial Resources sold out of TerraForm Power, Inc (TERP) in Q3 2015, closing a stake of 200 shares — an estimated $7K sold.

Lehman Financial Resources first reported a position in TERP in Q2 2015 and held it in 1 quarter. The position peaked at $7K in Q2 2015. 162 funds tracked by Wall St. Rank hold TERP as of Q3 2015.

  • Lehman Financial Resources reported no remaining TerraForm Power, Inc position as of Q3 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 200 TerraForm Power, Inc shares in Q3 2015, an estimated $7K.
  • Lehman Financial Resources first reported a position in TerraForm Power, Inc in Q2 2015 and held it in 1 quarter.
  • Lehman Financial Resources's TerraForm Power, Inc position peaked at $7K in Q2 2015.
  • 162 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q3 2015.

Based on Lehman Financial Resources's 13F filing for Q3 2015, filed 10 Nov 2015.