AR
UQM

Advisory Research’s UQM Technologies, Inc. UQM Stock Holding History

Advisory Research’s Portfolio UQM Stock Details UQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-207,400
Closed -$292K – 352
2014
Q3 		$292K Buy
207,400
+283
+0.1% +$479 ﹤0.01% 308
2014
Q2 		$470K Buy
+207,117
New +$457K ﹤0.01% 289

Other funds holding UQM

PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
SCM
Seamans Capital Management Boston, Massachusetts $30.2M AUM 15.76% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisory Research's UQM Position: Q4 2014 in Review

Advisory Research sold out of UQM Technologies, Inc. (UQM) in Q4 2014, closing a stake of 207,400 shares — an estimated $292K sold.

Advisory Research first reported a position in UQM in Q2 2014 and held it in 2 quarters. The position peaked at $470K in Q2 2014. 36 funds tracked by Wall St. Rank hold UQM as of Q4 2014.

  • Advisory Research reported no remaining UQM Technologies, Inc. position as of Q4 2014 after selling out during the quarter.
  • Advisory Research sold 207,400 UQM Technologies, Inc. shares in Q4 2014, an estimated $292K.
  • Advisory Research first reported a position in UQM Technologies, Inc. in Q2 2014 and held it in 2 quarters.
  • Advisory Research's UQM Technologies, Inc. position peaked at $470K in Q2 2014.
  • 36 funds tracked by Wall St. Rank held UQM Technologies, Inc. as of Q4 2014.

Based on Advisory Research's 13F filing for Q4 2014, filed 13 Feb 2015.