IP
UQM

Intellectus Partners’s UQM Technologies, Inc. UQM Stock Holding History

Intellectus Partners’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
2018
Q4 		– Sell
-47,000
Closed -$62K – 581
2018
Q3 		$62K Hold
47,000
– – 0.02% 326
2018
Q2 		$47K Buy
47,000
+10,000
+27% +$11.3K 0.02% 348
2018
Q1 		$48K Hold
37,000
– – 0.02% 348
2017
Q4 		$51K Buy
37,000
+11,000
+42% +$14.1K 0.02% 337
2017
Q3 		$30K Buy
+26,000
New +$24K 0.01% 477

Other funds holding UQM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Intellectus Partners's UQM Position: Q4 2018 in Review

Intellectus Partners sold out of UQM Technologies, Inc. (UQM) in Q4 2018, closing a stake of 47,000 shares — an estimated $62K sold.

Intellectus Partners first reported a position in UQM in Q3 2017 and held it in 5 quarters. The position peaked at $62K in Q3 2018. 33 funds tracked by Wall St. Rank hold UQM as of Q4 2018.

  • Intellectus Partners reported no remaining UQM Technologies, Inc. position as of Q4 2018 after selling out during the quarter.
  • Intellectus Partners sold 47,000 UQM Technologies, Inc. shares in Q4 2018, an estimated $62K.
  • Intellectus Partners first reported a position in UQM Technologies, Inc. in Q3 2017 and held it in 5 quarters.
  • Intellectus Partners's UQM Technologies, Inc. position peaked at $62K in Q3 2018.
  • 33 funds tracked by Wall St. Rank held UQM Technologies, Inc. as of Q4 2018.

Based on Intellectus Partners's 13F filing for Q4 2018, filed 14 Feb 2019.