SIM
TERP

Sonora Investment Management’s TerraForm Power, Inc TERP Stock Holding History

Sonora Investment Management’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
-1,300
Closed -$20K – 1807
2019
Q4 		$20K Buy
+1,300
New +$21K ﹤0.01% 888

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

Sonora Investment Management's TERP Position: Q1 2020 in Review

Sonora Investment Management sold out of TerraForm Power, Inc (TERP) in Q1 2020, closing a stake of 1,300 shares — an estimated $20K sold.

Sonora Investment Management first reported a position in TERP in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 175 funds tracked by Wall St. Rank hold TERP as of Q1 2020.

  • Sonora Investment Management reported no remaining TerraForm Power, Inc position as of Q1 2020 after selling out during the quarter.
  • Sonora Investment Management sold 1,300 TerraForm Power, Inc shares in Q1 2020, an estimated $20K.
  • Sonora Investment Management first reported a position in TerraForm Power, Inc in Q4 2019 and held it in 1 quarter.
  • Sonora Investment Management's TerraForm Power, Inc position peaked at $20K in Q4 2019.
  • 175 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q1 2020.

Based on Sonora Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.