RIA
TERP

Realta Investment Advisors’s TerraForm Power, Inc TERP Stock Holding History

Realta Investment Advisors’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
-9,150
Closed -$144K – 1616
2019
Q4 		$144K Sell
9,150
-750
-8% -$12.1K 0.04% 413
2019
Q3 		$179K Sell
9,900
-3,000
-23% -$48.5K 0.05% 354
2019
Q2 		$184K Sell
12,900
-2,500
-16% -$34.3K 0.05% 350
2019
Q1 		$212K Buy
+15,400
New +$189K 0.1% 252

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

Realta Investment Advisors's TERP Position: Q1 2020 in Review

Realta Investment Advisors sold out of TerraForm Power, Inc (TERP) in Q1 2020, closing a stake of 9,150 shares — an estimated $144K sold.

Realta Investment Advisors first reported a position in TERP in Q1 2019 and held it in 4 quarters. The position peaked at $212K in Q1 2019. 175 funds tracked by Wall St. Rank hold TERP as of Q1 2020.

  • Realta Investment Advisors reported no remaining TerraForm Power, Inc position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 9,150 TerraForm Power, Inc shares in Q1 2020, an estimated $144K.
  • Realta Investment Advisors first reported a position in TerraForm Power, Inc in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's TerraForm Power, Inc position peaked at $212K in Q1 2019.
  • 175 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.