NFG
UQM

Next Financial Group’s UQM Technologies, Inc. UQM Stock Holding History

Next Financial Group’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
2017
Q1 		– Sell
-150
Closed – – 2434
2016
Q4 		$0 Hold
150
– – ﹤0.01% 2531
2016
Q3 		$0 Buy
+150
New +$92 ﹤0.01% 2476
2014
Q4 		– Sell
-150
Closed – – 2490
2014
Q3 		$0 Buy
+150
New +$254 ﹤0.01% 2594

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
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's UQM Position: Q1 2017 in Review

Next Financial Group sold out of UQM Technologies, Inc. (UQM) in Q1 2017, closing a stake of 150 shares.

Next Financial Group first reported a position in UQM in Q3 2014 and held it in 3 quarters. The position peaked at $0 in Q4 2016. 23 funds tracked by Wall St. Rank hold UQM as of Q1 2017.

  • Next Financial Group reported no remaining UQM Technologies, Inc. position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 150 UQM Technologies, Inc. shares in Q1 2017.
  • Next Financial Group first reported a position in UQM Technologies, Inc. in Q3 2014 and held it in 3 quarters.
  • Next Financial Group's UQM Technologies, Inc. position peaked at $0 in Q4 2016.
  • 23 funds tracked by Wall St. Rank held UQM Technologies, Inc. as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.