SGI
TERP

Summit Global Investments’s TerraForm Power, Inc TERP Stock Holding History

Summit Global Investments’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
-51,130
Closed -$932K – 313
2019
Q3 		$932K Buy
51,130
+4,430
+9% +$71.7K 0.11% 126
2019
Q2 		$668K Sell
46,700
-8,500
-15% -$117K 0.08% 235
2019
Q1 		$758K Buy
+55,200
New +$678K 0.1% 138

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

Summit Global Investments's TERP Position: Q4 2019 in Review

Summit Global Investments sold out of TerraForm Power, Inc (TERP) in Q4 2019, closing a stake of 51,130 shares — an estimated $932K sold.

Summit Global Investments first reported a position in TERP in Q1 2019 and held it in 3 quarters. The position peaked at $932K in Q3 2019. 180 funds tracked by Wall St. Rank hold TERP as of Q4 2019.

  • Summit Global Investments reported no remaining TerraForm Power, Inc position as of Q4 2019 after selling out during the quarter.
  • Summit Global Investments sold 51,130 TerraForm Power, Inc shares in Q4 2019, an estimated $932K.
  • Summit Global Investments first reported a position in TerraForm Power, Inc in Q1 2019 and held it in 3 quarters.
  • Summit Global Investments's TerraForm Power, Inc position peaked at $932K in Q3 2019.
  • 180 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q4 2019.

Based on Summit Global Investments's 13F filing for Q4 2019, filed 13 Feb 2020.