NFG
TERP

Next Financial Group’s TerraForm Power, Inc TERP Stock Holding History

Next Financial Group’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 		– Sell
-25,956
Closed -$410K – 2144
2020
Q1 		$410K Buy
25,956
+5,495
+27% +$95.6K 0.05% 316
2019
Q4 		$314K Sell
20,461
-6,803
-25% -$110K 0.03% 510
2019
Q3 		$497K Sell
27,264
-862
-3% -$13.9K 0.05% 363
2019
Q2 		$403K Buy
+28,126
New +$386K 0.04% 398

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

Next Financial Group's TERP Position: Q2 2020 in Review

Next Financial Group sold out of TerraForm Power, Inc (TERP) in Q2 2020, closing a stake of 25,956 shares — an estimated $410K sold.

Next Financial Group first reported a position in TERP in Q2 2019 and held it in 4 quarters. The position peaked at $497K in Q3 2019. 180 funds tracked by Wall St. Rank hold TERP as of Q2 2020.

  • Next Financial Group reported no remaining TerraForm Power, Inc position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 25,956 TerraForm Power, Inc shares in Q2 2020, an estimated $410K.
  • Next Financial Group first reported a position in TerraForm Power, Inc in Q2 2019 and held it in 4 quarters.
  • Next Financial Group's TerraForm Power, Inc position peaked at $497K in Q3 2019.
  • 180 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.