Commonwealth Equity Services
HTM

Commonwealth Equity Services’s U.S. Geothermal Inc. HTM Stock Holding History

Commonwealth Equity Services’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
2014
Q2 		– Sell
-4,200
Closed -$19K – 2123
2014
Q1 		$19K Hold
4,200
– – ﹤0.01% 1980
2013
Q4 		$10K Hold
4,200
– – ﹤0.01% 1921
2013
Q3 		$11K Buy
+4,200
New +$11.6K ﹤0.01% 1865

Other funds holding HTM

AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Commonwealth Equity Services's HTM Position: Q2 2014 in Review

Commonwealth Equity Services sold out of U.S. Geothermal Inc. (HTM) in Q2 2014, closing a stake of 4,200 shares — an estimated $19K sold.

Commonwealth Equity Services first reported a position in HTM in Q3 2013 and held it in 3 quarters. The position peaked at $19K in Q1 2014. 34 funds tracked by Wall St. Rank hold HTM as of Q2 2014.

  • Commonwealth Equity Services reported no remaining U.S. Geothermal Inc. position as of Q2 2014 after selling out during the quarter.
  • Commonwealth Equity Services sold 4,200 U.S. Geothermal Inc. shares in Q2 2014, an estimated $19K.
  • Commonwealth Equity Services first reported a position in U.S. Geothermal Inc. in Q3 2013 and held it in 3 quarters.
  • Commonwealth Equity Services's U.S. Geothermal Inc. position peaked at $19K in Q1 2014.
  • 34 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q2 2014.

Based on Commonwealth Equity Services's 13F filing for Q2 2014, filed 23 Jul 2014.