LF
UQM

Lee Financial’s UQM Technologies, Inc. UQM Stock Holding History

Lee Financial’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
-42,756
Closed -$56K – 495
2018
Q3 		$56K Buy
+42,756
New +$47.4K 0.01% 186

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

Lee Financial's UQM Position: Q4 2018 in Review

Lee Financial sold out of UQM Technologies, Inc. (UQM) in Q4 2018, closing a stake of 42,756 shares — an estimated $56K sold.

Lee Financial first reported a position in UQM in Q3 2018 and held it in 1 quarter. The position peaked at $56K in Q3 2018. 33 funds tracked by Wall St. Rank hold UQM as of Q4 2018.

  • Lee Financial reported no remaining UQM Technologies, Inc. position as of Q4 2018 after selling out during the quarter.
  • Lee Financial sold 42,756 UQM Technologies, Inc. shares in Q4 2018, an estimated $56K.
  • Lee Financial first reported a position in UQM Technologies, Inc. in Q3 2018 and held it in 1 quarter.
  • Lee Financial's UQM Technologies, Inc. position peaked at $56K in Q3 2018.
  • 33 funds tracked by Wall St. Rank held UQM Technologies, Inc. as of Q4 2018.

Based on Lee Financial's 13F filing for Q4 2018, filed 11 Feb 2019.