LWM
TERP

Lenox Wealth Management’s TerraForm Power, Inc TERP Stock Holding History

Lenox Wealth Management’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 		$0 Buy
+50
New +$885 ﹤0.01% 829

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

Lenox Wealth Management's TERP Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in TerraForm Power, Inc (TERP) in Q2 2020: 50 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #829 among its holdings.

180 funds tracked by Wall St. Rank hold TERP as of Q2 2020.

  • Lenox Wealth Management held 50 shares of TerraForm Power, Inc worth $0 as of Q2 2020.
  • TerraForm Power, Inc was a new Lenox Wealth Management position in Q2 2020.
  • TerraForm Power, Inc made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #829 holding.
  • 180 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.