Northwestern Mutual Wealth Management
HTM

Northwestern Mutual Wealth Management’s U.S. Geothermal Inc. HTM Stock Holding History

Northwestern Mutual Wealth 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
2017
Q4 		– Sell
-150
Closed -$1K – 2537
2017
Q3 		$1K Buy
+150
New +$630 ﹤0.01% 2120

Other funds holding HTM

FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwestern Mutual Wealth Management's HTM Position: Q4 2017 in Review

Northwestern Mutual Wealth Management sold out of U.S. Geothermal Inc. (HTM) in Q4 2017, closing a stake of 150 shares — an estimated $1K sold.

Northwestern Mutual Wealth Management first reported a position in HTM in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 33 funds tracked by Wall St. Rank hold HTM as of Q4 2017.

  • Northwestern Mutual Wealth Management reported no remaining U.S. Geothermal Inc. position as of Q4 2017 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 150 U.S. Geothermal Inc. shares in Q4 2017, an estimated $1K.
  • Northwestern Mutual Wealth Management first reported a position in U.S. Geothermal Inc. in Q3 2017 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's U.S. Geothermal Inc. position peaked at $1K in Q3 2017.
  • 33 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q4 2017.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2017, filed 31 Jan 2018.