PF
TERP

Phoenix Financial’s TerraForm Power, Inc TERP Stock Holding History

Phoenix Financial’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
2019
Q4 		– Sell
-464,060
Closed -$8.07M – 225
2019
Q3 		$8.07M Buy
+464,060
New +$7.51M 0.38% 88

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Phoenix Financial's TERP Position: Q4 2019 in Review

Phoenix Financial sold out of TerraForm Power, Inc (TERP) in Q4 2019, closing a stake of 464,060 shares — an estimated $8.07M sold.

Phoenix Financial first reported a position in TERP in Q3 2019 and held it in 1 quarter. The position peaked at $8.07M in Q3 2019. 180 funds tracked by Wall St. Rank hold TERP as of Q4 2019.

  • Phoenix Financial reported no remaining TerraForm Power, Inc position as of Q4 2019 after selling out during the quarter.
  • Phoenix Financial sold 464,060 TerraForm Power, Inc shares in Q4 2019, an estimated $8.07M.
  • Phoenix Financial first reported a position in TerraForm Power, Inc in Q3 2019 and held it in 1 quarter.
  • Phoenix Financial's TerraForm Power, Inc position peaked at $8.07M in Q3 2019.
  • 180 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q4 2019.

Based on Phoenix Financial's 13F filing for Q4 2019, filed 18 Feb 2020.