TCA
TERP

Tortoise Capital Advisors’s TerraForm Power, Inc TERP Stock Holding History

Tortoise Capital 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
Q2 		– Sell
-91,395
Closed -$1.44M – 113
2020
Q1 		$1.44M Sell
91,395
-14,571
-14% -$254K 0.03% 69
2019
Q4 		$1.63M Hold
105,966
– – 0.01% 74
2019
Q3 		$1.93M Sell
105,966
-103,242
-49% -$1.67M 0.01% 74
2019
Q2 		$2.99M Buy
209,208
+205,909
+6,242% +$2.83M 0.02% 69
2019
Q1 		$45K Hold
3,299
– – ﹤0.01% 85
2018
Q4 		$37K Hold
3,299
– – ﹤0.01% 86
2018
Q3 		$38K Hold
3,299
– – ﹤0.01% 92
2018
Q2 		$39K Buy
3,299
+700
+27% +$7.82K ﹤0.01% 93
2018
Q1 		$28K Buy
2,599
+845
+48% +$9.51K ﹤0.01% 91
2017
Q4 		$21K Sell
1,754
-1,046
-37% -$13.1K ﹤0.01% 100
2017
Q3 		$37K Buy
2,800
+1,000
+56% +$13K ﹤0.01% 96
2017
Q2 		$22K Hold
1,800
– – ﹤0.01% 101
2017
Q1 		$22K Hold
1,800
– – ﹤0.01% 100
2016
Q4 		$23K Hold
1,800
– – ﹤0.01% 102
2016
Q3 		$25K Hold
1,800
– – ﹤0.01% 94
2016
Q2 		$20K Hold
1,800
– – ﹤0.01% 92
2016
Q1 		$16K Buy
1,800
+1,769
+5,706% +$16.5K ﹤0.01% 98
2015
Q4 		$0 Sell
31
-86,379
-100% -$1.23M ﹤0.01% 169
2015
Q3 		$1.23M Sell
86,410
-178,884
-67% -$4.79M 0.01% 86
2015
Q2 		$10.1M Sell
265,294
-1,152
-0.4% -$45.4K 0.06% 62
2015
Q1 		$9.63M Buy
266,446
+146,849
+123% +$4.84M 0.06% 61
2014
Q4 		$3.69M Sell
119,597
-31,762
-21% -$904K 0.02% 76
2014
Q3 		$4.37M Buy
+151,359
New +$4.71M 0.02% 83

Other funds holding TERP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PSAMP
P. Schoenfeld Asset Management (PSAM) New York $244M AUM 110.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tortoise Capital Advisors's TERP Position: Q2 2020 in Review

Tortoise Capital Advisors sold out of TerraForm Power, Inc (TERP) in Q2 2020, closing a stake of 91,395 shares — an estimated $1.44M sold.

Tortoise Capital Advisors first reported a position in TERP in Q3 2014 and held it in 23 quarters. The position peaked at $10.1M in Q2 2015. 180 funds tracked by Wall St. Rank hold TERP as of Q2 2020.

  • Tortoise Capital Advisors reported no remaining TerraForm Power, Inc position as of Q2 2020 after selling out during the quarter.
  • Tortoise Capital Advisors sold 91,395 TerraForm Power, Inc shares in Q2 2020, an estimated $1.44M.
  • Tortoise Capital Advisors first reported a position in TerraForm Power, Inc in Q3 2014 and held it in 23 quarters.
  • Tortoise Capital Advisors's TerraForm Power, Inc position peaked at $10.1M in Q2 2015.
  • 180 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q2 2020.

Based on Tortoise Capital Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.