Morgan Stanley’s U.S. Geothermal Inc. HTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-64,832
| Closed | -$348K | – | 6922 |
|
|
2018
Q1 | $348K | Buy |
64,832
+58,833
| +981% | +$293K | ﹤0.01% | 5200 |
|
|
2017
Q4 | $21K | Hold |
5,999
| – | – | ﹤0.01% | 6073 |
|
|
2017
Q3 | $24K | Sell |
5,999
-4,182
| -41% | -$17.6K | ﹤0.01% | 5981 |
|
|
2017
Q2 | $47K | Buy |
10,181
+4,400
| +76% | +$17.9K | ﹤0.01% | 5879 |
|
|
2017
Q1 | $23K | Buy |
5,781
+1,305
| +29% | +$5.67K | ﹤0.01% | 6052 |
|
|
2016
Q4 | $18K | Sell |
4,476
-31,014
| -87% | -$128K | ﹤0.01% | 6035 |
|
|
2016
Q3 | $154K | Sell |
35,490
-3,378
| -9% | -$15.8K | ﹤0.01% | 5121 |
|
|
2016
Q2 | $191K | Buy |
+38,868
| New | +$179K | ﹤0.01% | 4962 |
|
|
2014
Q4 | – | Sell |
-5,333
| Closed | -$18K | – | 6764 |
|
|
2014
Q3 | $18K | Sell |
5,333
-500
| -9% | -$1.87K | ﹤0.01% | 6044 |
|
|
2014
Q2 | $21K | Sell |
5,833
-167
| -3% | -$692 | ﹤0.01% | 6020 |
|
|
2014
Q1 | $27K | Sell |
6,000
-83
| -1% | -$271 | ﹤0.01% | 5890 |
|
|
2013
Q4 | $14K | Buy |
+6,083
| New | +$15.2K | ﹤0.01% | 5968 |
|
Morgan Stanley's HTM Position: Q2 2018 in Review
Morgan Stanley sold out of U.S. Geothermal Inc. (HTM) in Q2 2018, closing a stake of 64,832 shares — an estimated $348K sold.
Morgan Stanley first reported a position in HTM in Q4 2013 and held it in 12 quarters. The position peaked at $348K in Q1 2018. 0 funds tracked by Wall St. Rank hold HTM as of Q2 2018.
- Morgan Stanley reported no remaining U.S. Geothermal Inc. position as of Q2 2018 after selling out during the quarter.
- Morgan Stanley sold 64,832 U.S. Geothermal Inc. shares in Q2 2018, an estimated $348K.
- Morgan Stanley first reported a position in U.S. Geothermal Inc. in Q4 2013 and held it in 12 quarters.
- Morgan Stanley's U.S. Geothermal Inc. position peaked at $348K in Q1 2018.
- 0 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q2 2018.
Based on Morgan Stanley's 13F filing for Q2 2018, filed 14 Aug 2018.