Dimensional Fund Advisors
UQM

Dimensional Fund Advisors’s UQM Technologies, Inc. UQM Stock Holding History

Dimensional Fund Advisors’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
2015
Q1 		– Sell
-200,331
Closed -$156K – 3428
2014
Q4 		$156K Sell
200,331
-210,909
-51% -$216K ﹤0.01% 3265
2014
Q3 		$580K Sell
411,240
-17,972
-4% -$30.4K ﹤0.01% 3127
2014
Q2 		$974K Sell
429,212
-4,400
-1% -$9.72K ﹤0.01% 3041
2014
Q1 		$1.15M Hold
433,612
– – ﹤0.01% 3011
2013
Q4 		$928K Hold
433,612
– – ﹤0.01% 3045
2013
Q3 		$789K Sell
433,612
-1,400
-0.3% -$1.86K ﹤0.01% 3082
2013
Q2 		$522K Buy
+435,012
New +$377K ﹤0.01% 3169

Other funds holding UQM

PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
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
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
SCM
Seamans Capital Management Boston, Massachusetts $30.2M AUM 15.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors's UQM Position: Q1 2015 in Review

Dimensional Fund Advisors sold out of UQM Technologies, Inc. (UQM) in Q1 2015, closing a stake of 200,331 shares — an estimated $156K sold.

Dimensional Fund Advisors first reported a position in UQM in Q2 2013 and held it in 7 quarters. The position peaked at $1.15M in Q1 2014. 32 funds tracked by Wall St. Rank hold UQM as of Q1 2015.

  • Dimensional Fund Advisors reported no remaining UQM Technologies, Inc. position as of Q1 2015 after selling out during the quarter.
  • Dimensional Fund Advisors sold 200,331 UQM Technologies, Inc. shares in Q1 2015, an estimated $156K.
  • Dimensional Fund Advisors first reported a position in UQM Technologies, Inc. in Q2 2013 and held it in 7 quarters.
  • Dimensional Fund Advisors's UQM Technologies, Inc. position peaked at $1.15M in Q1 2014.
  • 32 funds tracked by Wall St. Rank held UQM Technologies, Inc. as of Q1 2015.

Based on Dimensional Fund Advisors's 13F filing for Q1 2015, filed 14 May 2015.