Summit Trail Advisors’s TerraForm Power, Inc TERP Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-12	Closed	–	–	2122
2017 Q4	$0	Buy	+12	New	+$150	﹤0.01%	2179

Other funds holding TERP

SVP

Strategic Value Partners Greenwich, Connecticut $133M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AGC

Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PSAMP

P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Summit Trail Advisors's TERP Position: Q1 2018 in Review

Summit Trail Advisors sold out of TerraForm Power, Inc (TERP) in Q1 2018, closing a stake of 12 shares.

Summit Trail Advisors first reported a position in TERP in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 88 funds tracked by Wall St. Rank hold TERP as of Q1 2018.

Summit Trail Advisors reported no remaining TerraForm Power, Inc position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 12 TerraForm Power, Inc shares in Q1 2018.
Summit Trail Advisors first reported a position in TerraForm Power, Inc in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's TerraForm Power, Inc position peaked at $0 in Q4 2017.
88 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.