MFS
TERP

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

MSI 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
2016
Q4 		$7K Buy
+578
New +$7.52K ﹤0.01% 3025
2016
Q1 		– Sell
-50
Closed -$1K – 4198
2015
Q4 		$1K Buy
+50
New +$712 ﹤0.01% 3770

Other funds holding TERP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

MSI Financial Services's TERP Position: Q4 2016 in Review

MSI Financial Services opened a new position in TerraForm Power, Inc (TERP) in Q4 2016: 578 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #3025 among its holdings. This is a return to the name: MSI Financial Services previously reported a position in TERP as recently as Q4 2015.

MSI Financial Services first reported a position in TERP in Q4 2015 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold TERP as of Q4 2016.

  • MSI Financial Services held 578 shares of TerraForm Power, Inc worth $7K as of Q4 2016.
  • TerraForm Power, Inc was a new MSI Financial Services position in Q4 2016.
  • TerraForm Power, Inc made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3025 holding.
  • MSI Financial Services first reported a position in TerraForm Power, Inc in Q4 2015 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.