BWA
UQM

BDO Wealth Advisors’s UQM Technologies, Inc. UQM Stock Holding History

BDO Wealth Advisors’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
2019
Q1 		– Sell
-500
Closed – – 690
2018
Q4 		$0 Sell
500
-850
-63% -$1.02K ﹤0.01% 649
2018
Q3 		$2K Hold
1,350
– – ﹤0.01% 586
2018
Q2 		$1K Hold
1,350
– – ﹤0.01% 636
2018
Q1 		$2K Hold
1,350
– – ﹤0.01% 534
2017
Q4 		$2K Buy
+1,350
New +$1.73K ﹤0.01% 444

Other funds holding UQM

GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SMC
S. Muoio & Co New York $75.7M AUM 42.51% 1-Year Est. Return

BDO Wealth Advisors's UQM Position: Q1 2019 in Review

BDO Wealth Advisors sold out of UQM Technologies, Inc. (UQM) in Q1 2019, closing a stake of 500 shares.

BDO Wealth Advisors first reported a position in UQM in Q4 2017 and held it in 5 quarters. The position peaked at $2K in Q3 2018. 45 funds tracked by Wall St. Rank hold UQM as of Q1 2019.

  • BDO Wealth Advisors reported no remaining UQM Technologies, Inc. position as of Q1 2019 after selling out during the quarter.
  • BDO Wealth Advisors sold 500 UQM Technologies, Inc. shares in Q1 2019.
  • BDO Wealth Advisors first reported a position in UQM Technologies, Inc. in Q4 2017 and held it in 5 quarters.
  • BDO Wealth Advisors's UQM Technologies, Inc. position peaked at $2K in Q3 2018.
  • 45 funds tracked by Wall St. Rank held UQM Technologies, Inc. as of Q1 2019.

Based on BDO Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.