Wellington Management Group
TERP

Wellington Management Group’s TerraForm Power, Inc TERP Stock Holding History

Wellington Management Group’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
2016
Q4 		– Sell
-55,115
Closed -$767K – 2337
2016
Q3 		$767K Buy
+55,115
New +$689K ﹤0.01% 1898

Other funds holding TERP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group's TERP Position: Q4 2016 in Review

Wellington Management Group sold out of TerraForm Power, Inc (TERP) in Q4 2016, closing a stake of 55,115 shares — an estimated $767K sold.

Wellington Management Group first reported a position in TERP in Q3 2016 and held it in 1 quarter. The position peaked at $767K in Q3 2016. 123 funds tracked by Wall St. Rank hold TERP as of Q4 2016.

  • Wellington Management Group reported no remaining TerraForm Power, Inc position as of Q4 2016 after selling out during the quarter.
  • Wellington Management Group sold 55,115 TerraForm Power, Inc shares in Q4 2016, an estimated $767K.
  • Wellington Management Group first reported a position in TerraForm Power, Inc in Q3 2016 and held it in 1 quarter.
  • Wellington Management Group's TerraForm Power, Inc position peaked at $767K in Q3 2016.
  • 123 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q4 2016.

Based on Wellington Management Group's 13F filing for Q4 2016, filed 14 Feb 2017.