LPL Financial
HTM

LPL Financial’s U.S. Geothermal Inc. HTM Stock Holding History

LPL Financial’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
2016
Q1 		– Sell
-1,867
Closed -$7K – 3251
2015
Q4 		$7K Buy
+1,867
New +$6.77K ﹤0.01% 3141

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
ICP
Indus Capital Partners New York $39.7M AUM 53.95% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LPL Financial's HTM Position: Q1 2016 in Review

LPL Financial sold out of U.S. Geothermal Inc. (HTM) in Q1 2016, closing a stake of 1,867 shares — an estimated $7K sold.

LPL Financial first reported a position in HTM in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 45 funds tracked by Wall St. Rank hold HTM as of Q1 2016.

  • LPL Financial reported no remaining U.S. Geothermal Inc. position as of Q1 2016 after selling out during the quarter.
  • LPL Financial sold 1,867 U.S. Geothermal Inc. shares in Q1 2016, an estimated $7K.
  • LPL Financial first reported a position in U.S. Geothermal Inc. in Q4 2015 and held it in 1 quarter.
  • LPL Financial's U.S. Geothermal Inc. position peaked at $7K in Q4 2015.
  • 45 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q1 2016.

Based on LPL Financial's 13F filing for Q1 2016, filed 16 May 2016.