CFS
HTM

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

Commonwealth Financial 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
2017
Q1 		$3K Hold
833
– – ﹤0.01% 251
2016
Q4 		$4K Hold
833
– – ﹤0.01% 223
2016
Q3 		$4K Hold
833
– – ﹤0.01% 219
2016
Q2 		$4K Buy
+833
New +$3.84K ﹤0.01% 224

Other funds holding HTM

FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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

Commonwealth Financial Services's HTM Position: Q1 2017 in Review

Commonwealth Financial Services held its U.S. Geothermal Inc. (HTM) position steady in Q1 2017 at 833 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Commonwealth Financial Services first reported a position in HTM in Q2 2016 and has held it in 4 quarters since. The position peaked at $4K in Q4 2016. 30 funds tracked by Wall St. Rank hold HTM as of Q1 2017.

  • Commonwealth Financial Services held 833 shares of U.S. Geothermal Inc. worth $3K as of Q1 2017.
  • Commonwealth Financial Services left its U.S. Geothermal Inc. share count unchanged in Q1 2017.
  • U.S. Geothermal Inc. made up ﹤0.01% of Commonwealth Financial Services's portfolio in Q1 2017, its #251 holding.
  • Commonwealth Financial Services first reported a position in U.S. Geothermal Inc. in Q2 2016 and has held it in 4 quarters since.
  • Commonwealth Financial Services's U.S. Geothermal Inc. position peaked at $4K in Q4 2016.
  • 30 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.