WHI
TERP

William Harris Investors’s TerraForm Power, Inc TERP Stock Holding History

William Harris Investors’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 		$223K Hold
17,360
– – 0.06% 84
2016
Q3 		$242K Sell
17,360
-6,088
-26% -$76.1K 0.07% 79
2016
Q2 		$256K Buy
23,448
+4,518
+24% +$41.8K 0.06% 82
2016
Q1 		$164K Buy
+18,930
New +$176K 0.04% 89

Other funds holding TERP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 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 $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $110B AUM 4.8% 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

William Harris Investors's TERP Position: Q4 2016 in Review

William Harris Investors held its TerraForm Power, Inc (TERP) position steady in Q4 2016 at 17,360 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #84.

William Harris Investors first reported a position in TERP in Q1 2016 and has held it in 4 quarters since. The position peaked at $256K in Q2 2016. 123 funds tracked by Wall St. Rank hold TERP as of Q4 2016.

  • William Harris Investors held 17,360 shares of TerraForm Power, Inc worth $223K as of Q4 2016.
  • William Harris Investors left its TerraForm Power, Inc share count unchanged in Q4 2016.
  • TerraForm Power, Inc made up 0.06% of William Harris Investors's portfolio in Q4 2016, its #84 holding.
  • William Harris Investors first reported a position in TerraForm Power, Inc in Q1 2016 and has held it in 4 quarters since.
  • William Harris Investors's TerraForm Power, Inc position peaked at $256K in Q2 2016.
  • 123 funds tracked by Wall St. Rank held TerraForm Power, Inc as of Q4 2016.

Based on William Harris Investors's 13F filing for Q4 2016, filed 7 Feb 2017.