IFP Advisors’s U.S. Geothermal Inc. HTM Stock Holding History

IFP Advisors’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 Q4	–	Sell	-166	Closed	-$1K	–	4331
2017 Q3	$1K	Hold	166	–	–	﹤0.01%	4027
2017 Q2	$1K	Hold	166	–	–	﹤0.01%	4027
2017 Q1	$1K	Hold	166	–	–	﹤0.01%	3926
2016 Q4	$1K	Sell	166 -1	-0.6%	-$4	﹤0.01%	3920
2016 Q3	$1K	Hold	167	–	–	﹤0.01%	3843
2016 Q2	$1K	Buy	+167	New	+$769	﹤0.01%	3758
2016 Q1	–	Sell	-167	Closed	-$1K	–	3973
2015 Q4	$1K	Buy	+167	New	+$605	﹤0.01%	3639

Other funds holding HTM

Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

KCM

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

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

IFP Advisors's HTM Position: Q4 2017 in Review

IFP Advisors sold out of U.S. Geothermal Inc. (HTM) in Q4 2017, closing a stake of 166 shares — an estimated $1K sold.

IFP Advisors first reported a position in HTM in Q4 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2017. 33 funds tracked by Wall St. Rank hold HTM as of Q4 2017.

IFP Advisors reported no remaining U.S. Geothermal Inc. position as of Q4 2017 after selling out during the quarter.
IFP Advisors sold 166 U.S. Geothermal Inc. shares in Q4 2017, an estimated $1K.
IFP Advisors first reported a position in U.S. Geothermal Inc. in Q4 2015 and held it in 7 quarters.
IFP Advisors's U.S. Geothermal Inc. position peaked at $1K in Q3 2017.
33 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.