BF
HTM

BOK Financial’s U.S. Geothermal Inc. HTM Stock Holding History

BOK Financial’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
2017
Q1 		– Sell
-20,503
Closed -$14K – 934
2016
Q4 		$14K Buy
20,503
+17,086
+500% +$70.4K ﹤0.01% 878
2016
Q3 		$15K Hold
3,417
– – ﹤0.01% 873
2016
Q2 		$17K Hold
3,417
– – ﹤0.01% 852
2016
Q1 		$14K Buy
+3,417
New +$12.2K ﹤0.01% 828

Other funds holding HTM

FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

BOK Financial's HTM Position: Q1 2017 in Review

BOK Financial sold out of U.S. Geothermal Inc. (HTM) in Q1 2017, closing a stake of 20,503 shares — an estimated $14K sold.

BOK Financial first reported a position in HTM in Q1 2016 and held it in 4 quarters. The position peaked at $17K in Q2 2016. 30 funds tracked by Wall St. Rank hold HTM as of Q1 2017.

  • BOK Financial reported no remaining U.S. Geothermal Inc. position as of Q1 2017 after selling out during the quarter.
  • BOK Financial sold 20,503 U.S. Geothermal Inc. shares in Q1 2017, an estimated $14K.
  • BOK Financial first reported a position in U.S. Geothermal Inc. in Q1 2016 and held it in 4 quarters.
  • BOK Financial's U.S. Geothermal Inc. position peaked at $17K in Q2 2016.
  • 30 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q1 2017.

Based on BOK Financial's 13F filing for Q1 2017, filed 15 May 2017.