CS
UQM

Credit Suisse’s UQM Technologies, Inc. UQM Stock Holding History

Credit Suisse’s Portfolio UQM Stock Details UQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-12,058
Closed -$22K – 4763
2013
Q3 		$22K Sell
12,058
-9
-0.1% -$12 ﹤0.01% 4178
2013
Q2 		$14K Buy
+12,067
New +$10.4K ﹤0.01% 4145

Other funds holding UQM

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

Credit Suisse's UQM Position: Q4 2013 in Review

Credit Suisse sold out of UQM Technologies, Inc. (UQM) in Q4 2013, closing a stake of 12,058 shares — an estimated $22K sold.

Credit Suisse first reported a position in UQM in Q2 2013 and held it in 2 quarters. The position peaked at $22K in Q3 2013. 37 funds tracked by Wall St. Rank hold UQM as of Q4 2013.

  • Credit Suisse reported no remaining UQM Technologies, Inc. position as of Q4 2013 after selling out during the quarter.
  • Credit Suisse sold 12,058 UQM Technologies, Inc. shares in Q4 2013, an estimated $22K.
  • Credit Suisse first reported a position in UQM Technologies, Inc. in Q2 2013 and held it in 2 quarters.
  • Credit Suisse's UQM Technologies, Inc. position peaked at $22K in Q3 2013.
  • 37 funds tracked by Wall St. Rank held UQM Technologies, Inc. as of Q4 2013.

Based on Credit Suisse's 13F filing for Q4 2013, filed 14 Feb 2014.