OWD
TERP

Osborn Williams & Donohoe’s TerraForm Power, Inc TERP Stock Holding History

Osborn Williams & Donohoe’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
Q1 		– Sell
-14,350
Closed -$221K – 309
2019
Q4 		$221K Buy
+14,350
New +$231K 0.02% 296

Other funds holding TERP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PSAMP
P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Osborn Williams & Donohoe's TERP Position: Q1 2020 in Review

Osborn Williams & Donohoe sold out of TerraForm Power, Inc (TERP) in Q1 2020, closing a stake of 14,350 shares — an estimated $221K sold.

Osborn Williams & Donohoe first reported a position in TERP in Q4 2019 and held it in 1 quarter. The position peaked at $221K in Q4 2019. 175 funds tracked by Wall St. Rank hold TERP as of Q1 2020.

  • Osborn Williams & Donohoe reported no remaining TerraForm Power, Inc position as of Q1 2020 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 14,350 TerraForm Power, Inc shares in Q1 2020, an estimated $221K.
  • Osborn Williams & Donohoe first reported a position in TerraForm Power, Inc in Q4 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's TerraForm Power, Inc position peaked at $221K in Q4 2019.
  • 175 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.