Ferris Capital’s UQM Technologies, Inc. UQM Stock Holding History

Ferris Capital’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
2019 Q1	–	Sell	-9,117	Closed	-$8K	–	699
2018 Q4	$8K	Hold	9,117	–	–	﹤0.01%	471
2018 Q3	$12K	Buy	+9,117	New	+$10.1K	﹤0.01%	460

Other funds holding UQM

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Highland Capital Management (Texas) Dallas, Texas $39M AUM

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

S. Muoio & Co New York $75.7M AUM 42.51% 1-Year Est. Return

Ferris Capital's UQM Position: Q1 2019 in Review

Ferris Capital sold out of UQM Technologies, Inc. (UQM) in Q1 2019, closing a stake of 9,117 shares — an estimated $8K sold.

Ferris Capital first reported a position in UQM in Q3 2018 and held it in 2 quarters. The position peaked at $12K in Q3 2018. 45 funds tracked by Wall St. Rank hold UQM as of Q1 2019.

Ferris Capital reported no remaining UQM Technologies, Inc. position as of Q1 2019 after selling out during the quarter.
Ferris Capital sold 9,117 UQM Technologies, Inc. shares in Q1 2019, an estimated $8K.
Ferris Capital first reported a position in UQM Technologies, Inc. in Q3 2018 and held it in 2 quarters.
Ferris Capital's UQM Technologies, Inc. position peaked at $12K in Q3 2018.
45 funds tracked by Wall St. Rank held UQM Technologies, Inc. as of Q1 2019.

Based on Ferris Capital's 13F filing for Q1 2019, filed 16 May 2019.