Advisor Group’s U.S. Geothermal Inc. HTM Stock Holding History

Advisor Group’s Portfolio HTM Stock Details HTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-833	Closed	-$3K	–	5185
2017 Q4	$3K	Hold	833	–	–	﹤0.01%	4640
2017 Q3	$3K	Hold	833	–	–	﹤0.01%	4495
2017 Q2	$4K	Hold	833	–	–	﹤0.01%	4373
2017 Q1	$3K	Hold	833	–	–	﹤0.01%	4340
2016 Q4	$3K	Hold	833	–	–	﹤0.01%	4175
2016 Q3	$4K	Hold	833	–	–	﹤0.01%	4031
2016 Q2	$4K	Buy	+833	New	+$3.84K	﹤0.01%	3925

Other funds holding HTM

Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

KAM

Kassirer Asset Management Toronto, Ontario, Canada $4.07M AUM 49.71% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

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

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

Advisor Group's HTM Position: Q1 2018 in Review

Advisor Group sold out of U.S. Geothermal Inc. (HTM) in Q1 2018, closing a stake of 833 shares — an estimated $3K sold.

Advisor Group first reported a position in HTM in Q2 2016 and held it in 7 quarters. The position peaked at $4K in Q2 2017. 31 funds tracked by Wall St. Rank hold HTM as of Q1 2018.

Advisor Group reported no remaining U.S. Geothermal Inc. position as of Q1 2018 after selling out during the quarter.
Advisor Group sold 833 U.S. Geothermal Inc. shares in Q1 2018, an estimated $3K.
Advisor Group first reported a position in U.S. Geothermal Inc. in Q2 2016 and held it in 7 quarters.
Advisor Group's U.S. Geothermal Inc. position peaked at $4K in Q2 2017.
31 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q1 2018.

Based on Advisor Group's 13F filing for Q1 2018, filed 15 May 2018.