UPA
TERP

Union Point Advisors’s TerraForm Power, Inc TERP Stock Holding History

Union Point 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
2014
Q4 		– Sell
-302,343
Closed -$8.73M – 36
2014
Q3 		$8.73M Buy
+302,343
New +$9.41M 3.45% 15

Other funds holding TERP

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
ACM
Altai Capital Management West Hollywood, California $35M AUM 28.16% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Union Point Advisors's TERP Position: Q4 2014 in Review

Union Point Advisors sold out of TerraForm Power, Inc (TERP) in Q4 2014, closing a stake of 302,343 shares — an estimated $8.73M sold.

Union Point Advisors first reported a position in TERP in Q3 2014 and held it in 1 quarter. The position peaked at $8.73M in Q3 2014. 105 funds tracked by Wall St. Rank hold TERP as of Q4 2014.

  • Union Point Advisors reported no remaining TerraForm Power, Inc position as of Q4 2014 after selling out during the quarter.
  • Union Point Advisors sold 302,343 TerraForm Power, Inc shares in Q4 2014, an estimated $8.73M.
  • Union Point Advisors first reported a position in TerraForm Power, Inc in Q3 2014 and held it in 1 quarter.
  • Union Point Advisors's TerraForm Power, Inc position peaked at $8.73M in Q3 2014.
  • 105 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q4 2014.

Based on Union Point Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.