AA
HTM

Apriem Advisors’s U.S. Geothermal Inc. HTM Stock Holding History

Apriem Advisors’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
2015
Q3 		– Sell
-200
Closed -$1K – 645
2015
Q2 		$1K Buy
+200
New +$605 ﹤0.01% 614

Other funds holding HTM

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Apriem Advisors's HTM Position: Q3 2015 in Review

Apriem Advisors sold out of U.S. Geothermal Inc. (HTM) in Q3 2015, closing a stake of 200 shares — an estimated $1K sold.

Apriem Advisors first reported a position in HTM in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 37 funds tracked by Wall St. Rank hold HTM as of Q3 2015.

  • Apriem Advisors reported no remaining U.S. Geothermal Inc. position as of Q3 2015 after selling out during the quarter.
  • Apriem Advisors sold 200 U.S. Geothermal Inc. shares in Q3 2015, an estimated $1K.
  • Apriem Advisors first reported a position in U.S. Geothermal Inc. in Q2 2015 and held it in 1 quarter.
  • Apriem Advisors's U.S. Geothermal Inc. position peaked at $1K in Q2 2015.
  • 37 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q3 2015.

Based on Apriem Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.