Creative Planning’s U.S. Geothermal Inc. HTM Stock Holding History

Creative Planning’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 Q3	–	Sell	-2,649	Closed	-$12K	–	4450
2017 Q2	$12K	Hold	2,649	–	–	﹤0.01%	3546
2017 Q1	$11K	Buy	2,649 +1,666	+169%	+$7.24K	﹤0.01%	3565
2016 Q4	$4K	Hold	983	–	–	﹤0.01%	4108
2016 Q3	$4K	Hold	983	–	–	﹤0.01%	4036
2016 Q2	$5K	Hold	983	–	–	﹤0.01%	3693
2016 Q1	$4K	Hold	983	–	–	﹤0.01%	3745
2015 Q4	$4K	Hold	983	–	–	﹤0.01%	3845
2015 Q3	$4K	Sell	983 -2,667	-73%	-$9.35K	﹤0.01%	3772
2015 Q2	$12K	Hold	3,650	–	–	﹤0.01%	1086
2015 Q1	$10K	Hold	3,650	–	–	﹤0.01%	3222
2014 Q4	$10K	Sell	3,650 -1,667	-31%	-$5.07K	﹤0.01%	3146
2014 Q3	$18K	Buy	5,317 +2,317	+77%	+$8.67K	﹤0.01%	2617
2014 Q2	$11K	Buy	3,000 +333	+12%	+$1.38K	﹤0.01%	2841
2014 Q1	$12K	Hold	2,667	–	–	﹤0.01%	2689
2013 Q4	$6K	Buy	+2,667	New	+$6.67K	﹤0.01%	2803

Other funds holding HTM

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Fondren Management Houston, Texas $16.9M AUM 5.82% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Creative Planning's HTM Position: Q3 2017 in Review

Creative Planning sold out of U.S. Geothermal Inc. (HTM) in Q3 2017, closing a stake of 2,649 shares — an estimated $12K sold.

Creative Planning first reported a position in HTM in Q4 2013 and held it in 15 quarters. The position peaked at $18K in Q3 2014. 32 funds tracked by Wall St. Rank hold HTM as of Q3 2017.

Creative Planning reported no remaining U.S. Geothermal Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 2,649 U.S. Geothermal Inc. shares in Q3 2017, an estimated $12K.
Creative Planning first reported a position in U.S. Geothermal Inc. in Q4 2013 and held it in 15 quarters.
Creative Planning's U.S. Geothermal Inc. position peaked at $18K in Q3 2014.
32 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.