North Star Investment Management’s U.S. Geothermal Inc. HTM Stock Holding History

North Star Investment 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	-466	Closed	-$2.32K	–	1114
2017 Q4	$2K	Hold	466	–	–	﹤0.01%	1015
2017 Q3	$2K	Hold	466	–	–	﹤0.01%	1029
2017 Q2	$2K	Hold	466	–	–	﹤0.01%	1017
2017 Q1	$2K	Hold	466	–	–	﹤0.01%	979
2016 Q4	$2K	Sell	466 -1	-0.2%	-$4	﹤0.01%	907
2016 Q3	$2K	Hold	467	–	–	﹤0.01%	769
2016 Q2	$2K	Hold	467	–	–	﹤0.01%	762
2016 Q1	$2K	Hold	467	–	–	﹤0.01%	722
2015 Q4	$2K	Hold	467	–	–	﹤0.01%	719
2015 Q3	$2K	Hold	467	–	–	﹤0.01%	802
2015 Q2	$1K	Buy	+467	New	+$1.41K	﹤0.01%	807

Other funds holding HTM

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 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

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

North Star Investment Management's HTM Position: Q1 2018 in Review

North Star Investment Management sold out of U.S. Geothermal Inc. (HTM) in Q1 2018, closing a stake of 466 shares — an estimated $2.32K sold.

North Star Investment Management first reported a position in HTM in Q2 2015 and held it in 11 quarters. The position peaked at $2K in Q4 2017. 31 funds tracked by Wall St. Rank hold HTM as of Q1 2018.

North Star Investment Management reported no remaining U.S. Geothermal Inc. position as of Q1 2018 after selling out during the quarter.
North Star Investment Management sold 466 U.S. Geothermal Inc. shares in Q1 2018, an estimated $2.32K.
North Star Investment Management first reported a position in U.S. Geothermal Inc. in Q2 2015 and held it in 11 quarters.
North Star Investment Management's U.S. Geothermal Inc. position peaked at $2K in Q4 2017.
31 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q1 2018.

Based on North Star Investment Management's 13F filing for Q1 2018, filed 13 Apr 2018.