BL
HTM

BFSG LLC’s U.S. Geothermal Inc. HTM Stock Holding History

BFSG LLC’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
-10,707
Closed -$37K – 169
2017
Q4 		$37K Hold
10,707
– – 0.02% 147
2017
Q3 		$43K Hold
10,707
– – 0.02% 143
2017
Q2 		$49K Buy
+10,707
New +$43.7K 0.02% 122

Other funds holding HTM

FM
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
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
GF
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFSG LLC's HTM Position: Q1 2018 in Review

BFSG LLC sold out of U.S. Geothermal Inc. (HTM) in Q1 2018, closing a stake of 10,707 shares — an estimated $37K sold.

BFSG LLC first reported a position in HTM in Q2 2017 and held it in 3 quarters. The position peaked at $49K in Q2 2017. 31 funds tracked by Wall St. Rank hold HTM as of Q1 2018.

  • BFSG LLC reported no remaining U.S. Geothermal Inc. position as of Q1 2018 after selling out during the quarter.
  • BFSG LLC sold 10,707 U.S. Geothermal Inc. shares in Q1 2018, an estimated $37K.
  • BFSG LLC first reported a position in U.S. Geothermal Inc. in Q2 2017 and held it in 3 quarters.
  • BFSG LLC's U.S. Geothermal Inc. position peaked at $49K in Q2 2017.
  • 31 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q1 2018.

Based on BFSG LLC's 13F filing for Q1 2018, filed 8 May 2018.