NCM
HTM

Nelson Capital Management’s U.S. Geothermal Inc. HTM Stock Holding History

Nelson Capital Management’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
2018
Q1 		– Sell
-272
Closed -$9K – 335
2017
Q4 		$9K Buy
+272
New +$1.02K ﹤0.01% 237

Other funds holding HTM

FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
KAM
Kassirer Asset Management Toronto, Ontario, Canada $4.07M AUM 49.71% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nelson Capital Management's HTM Position: Q1 2018 in Review

Nelson Capital Management sold out of U.S. Geothermal Inc. (HTM) in Q1 2018, closing a stake of 272 shares — an estimated $9K sold.

Nelson Capital Management first reported a position in HTM in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 31 funds tracked by Wall St. Rank hold HTM as of Q1 2018.

  • Nelson Capital Management reported no remaining U.S. Geothermal Inc. position as of Q1 2018 after selling out during the quarter.
  • Nelson Capital Management sold 272 U.S. Geothermal Inc. shares in Q1 2018, an estimated $9K.
  • Nelson Capital Management first reported a position in U.S. Geothermal Inc. in Q4 2017 and held it in 1 quarter.
  • Nelson Capital Management's U.S. Geothermal Inc. position peaked at $9K in Q4 2017.
  • 31 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q1 2018.

Based on Nelson Capital Management's 13F filing for Q1 2018, filed 20 Apr 2018.