Montag & Associates’s TerraForm Power, Inc TERP Stock Holding History

Montag & Associates’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 Q3	–	Sell	-82,800	Closed	-$1.53M	–	322
2020 Q2	$1.53M	Hold	82,800	–	–	0.13%	137
2020 Q1	$1.31M	Hold	82,800	–	–	0.13%	144
2019 Q4	$1.27M	Hold	82,800	–	–	0.1%	167
2019 Q3	$1.51M	Hold	82,800	–	–	0.13%	141
2019 Q2	$1.18M	Hold	82,800	–	–	0.11%	163
2019 Q1	$1.14M	Buy	82,800 +1,700	+2%	+$20.9K	0.11%	160
2018 Q4	$910K	Buy	81,100 +3,400	+4%	+$38.2K	0.1%	152
2018 Q3	$897K	Buy	+77,700	New	+$862K	0.08%	187

Montag & Associates's TERP Position: Q3 2020 in Review

Montag & Associates sold out of TerraForm Power, Inc (TERP) in Q3 2020, closing a stake of 82,800 shares — an estimated $1.53M sold.

Montag & Associates first reported a position in TERP in Q3 2018 and held it in 8 quarters. The position peaked at $1.53M in Q2 2020. 0 funds tracked by Wall St. Rank hold TERP as of Q3 2020.

Montag & Associates reported no remaining TerraForm Power, Inc position as of Q3 2020 after selling out during the quarter.
Montag & Associates sold 82,800 TerraForm Power, Inc shares in Q3 2020, an estimated $1.53M.
Montag & Associates first reported a position in TerraForm Power, Inc in Q3 2018 and held it in 8 quarters.
Montag & Associates's TerraForm Power, Inc position peaked at $1.53M in Q2 2020.
0 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q3 2020.

Based on Montag & Associates's 13F filing for Q3 2020, filed 12 Nov 2020.