GWM
HTM

Gupta Wealth Management’s U.S. Geothermal Inc. HTM Stock Holding History

Gupta Wealth Management’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
2015
Q2 		– Sell
-2,548
Closed -$7K – 1366
2015
Q1 		$7K Buy
+2,548
New +$7.18K ﹤0.01% 838

Other funds holding HTM

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gupta Wealth Management's HTM Position: Q2 2015 in Review

Gupta Wealth Management sold out of U.S. Geothermal Inc. (HTM) in Q2 2015, closing a stake of 2,548 shares — an estimated $7K sold.

Gupta Wealth Management first reported a position in HTM in Q1 2015 and held it in 1 quarter. The position peaked at $7K in Q1 2015. 33 funds tracked by Wall St. Rank hold HTM as of Q2 2015.

  • Gupta Wealth Management reported no remaining U.S. Geothermal Inc. position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 2,548 U.S. Geothermal Inc. shares in Q2 2015, an estimated $7K.
  • Gupta Wealth Management first reported a position in U.S. Geothermal Inc. in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's U.S. Geothermal Inc. position peaked at $7K in Q1 2015.
  • 33 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.