TCI Wealth Advisors’s TerraForm Power, Inc TERP Stock Holding History

TCI Wealth 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
2019 Q4	–	Sell	-93	Closed	-$2K	–	1768
2019 Q3	$2K	Buy	+93	New	+$1.5K	﹤0.01%	1201
2016 Q2	–	Sell	-253	Closed	-$2K	–	1443
2016 Q1	$2K	Buy	253 +213	+533%	+$1.98K	﹤0.01%	1011
2015 Q4	$1K	Buy	+40	New	+$570	﹤0.01%	1001

Other funds holding TERP

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Wealth Advisors's TERP Position: Q4 2019 in Review

TCI Wealth Advisors sold out of TerraForm Power, Inc (TERP) in Q4 2019, closing a stake of 93 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in TERP in Q4 2015 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 180 funds tracked by Wall St. Rank hold TERP as of Q4 2019.

TCI Wealth Advisors reported no remaining TerraForm Power, Inc position as of Q4 2019 after selling out during the quarter.
TCI Wealth Advisors sold 93 TerraForm Power, Inc shares in Q4 2019, an estimated $2K.
TCI Wealth Advisors first reported a position in TerraForm Power, Inc in Q4 2015 and held it in 3 quarters.
TCI Wealth Advisors's TerraForm Power, Inc position peaked at $2K in Q3 2019.
180 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q4 2019.

Based on TCI Wealth Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.