BTR Capital Management’s U.S. Geothermal Inc. HTM Stock Holding History

BTR Capital Management’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	-15,000	Closed	-$11K	–	172
2016 Q4	$11K	Buy	15,000 +12,500	+500%	+$51.5K	﹤0.01%	164
2016 Q3	$11K	Hold	2,500	–	–	﹤0.01%	164
2016 Q2	$12K	Hold	2,500	–	–	﹤0.01%	156
2016 Q1	$10K	Hold	2,500	–	–	﹤0.01%	156
2015 Q4	$9K	Hold	2,500	–	–	﹤0.01%	168
2015 Q3	$9K	Buy	+2,500	New	+$8.76K	﹤0.01%	165

Other funds holding HTM

Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

BTR Capital Management's HTM Position: Q1 2017 in Review

BTR Capital Management sold out of U.S. Geothermal Inc. (HTM) in Q1 2017, closing a stake of 15,000 shares — an estimated $11K sold.

BTR Capital Management first reported a position in HTM in Q3 2015 and held it in 6 quarters. The position peaked at $12K in Q2 2016. 30 funds tracked by Wall St. Rank hold HTM as of Q1 2017.

BTR Capital Management reported no remaining U.S. Geothermal Inc. position as of Q1 2017 after selling out during the quarter.
BTR Capital Management sold 15,000 U.S. Geothermal Inc. shares in Q1 2017, an estimated $11K.
BTR Capital Management first reported a position in U.S. Geothermal Inc. in Q3 2015 and held it in 6 quarters.
BTR Capital Management's U.S. Geothermal Inc. position peaked at $12K in Q2 2016.
30 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q1 2017.

Based on BTR Capital Management's 13F filing for Q1 2017, filed 25 Apr 2017.