LTFS
HTM

Ladenburg Thalmann Financial Services’s U.S. Geothermal Inc. HTM Stock Holding History

Ladenburg Thalmann Financial Services’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
Q3 		– Sell
-833
Closed -$4K – 5132
2017
Q2 		$4K Buy
+833
New +$3.4K ﹤0.01% 4440
2014
Q1 		– Sell
-16,667
Closed -$38K – 3924
2013
Q4 		$38K Buy
+16,667
New +$41.7K ﹤0.01% 2115

Other funds holding HTM

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return

Ladenburg Thalmann Financial Services's HTM Position: Q3 2017 in Review

Ladenburg Thalmann Financial Services sold out of U.S. Geothermal Inc. (HTM) in Q3 2017, closing a stake of 833 shares — an estimated $4K sold.

Ladenburg Thalmann Financial Services first reported a position in HTM in Q4 2013 and held it in 2 quarters. The position peaked at $38K in Q4 2013. 32 funds tracked by Wall St. Rank hold HTM as of Q3 2017.

  • Ladenburg Thalmann Financial Services reported no remaining U.S. Geothermal Inc. position as of Q3 2017 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 833 U.S. Geothermal Inc. shares in Q3 2017, an estimated $4K.
  • Ladenburg Thalmann Financial Services first reported a position in U.S. Geothermal Inc. in Q4 2013 and held it in 2 quarters.
  • Ladenburg Thalmann Financial Services's U.S. Geothermal Inc. position peaked at $38K in Q4 2013.
  • 32 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q3 2017.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2017, filed 15 Nov 2017.