Massachusetts Financial Services
TERP

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

Massachusetts 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
2015
Q4 		– Sell
-1,348,551
Closed -$19.2M – 897
2015
Q3 		$19.2M Buy
1,348,551
+264,315
+24% +$7.08M 0.01% 498
2015
Q2 		$41.2M Buy
+1,084,236
New +$42.8M 0.02% 382

Other funds holding TERP

AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AM
Appaloosa Management Miami Beach, Florida $5.01B AUM 0.22% 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
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Massachusetts Financial Services's TERP Position: Q4 2015 in Review

Massachusetts Financial Services sold out of TerraForm Power, Inc (TERP) in Q4 2015, closing a stake of 1,348,551 shares — an estimated $19.2M sold.

Massachusetts Financial Services first reported a position in TERP in Q2 2015 and held it in 2 quarters. The position peaked at $41.2M in Q2 2015. 143 funds tracked by Wall St. Rank hold TERP as of Q4 2015.

  • Massachusetts Financial Services reported no remaining TerraForm Power, Inc position as of Q4 2015 after selling out during the quarter.
  • Massachusetts Financial Services sold 1,348,551 TerraForm Power, Inc shares in Q4 2015, an estimated $19.2M.
  • Massachusetts Financial Services first reported a position in TerraForm Power, Inc in Q2 2015 and held it in 2 quarters.
  • Massachusetts Financial Services's TerraForm Power, Inc position peaked at $41.2M in Q2 2015.
  • 143 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q4 2015.

Based on Massachusetts Financial Services's 13F filing for Q4 2015, filed 12 Feb 2016.