RJFSA
HTM

Raymond James Financial Services Advisors’s U.S. Geothermal Inc. HTM Stock Holding History

Raymond James Financial Services Advisors’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
2016
Q4 		– Sell
-1,700
Closed -$7K – 2483
2016
Q3 		$7K Hold
1,700
– – ﹤0.01% 2296
2016
Q2 		$8K Hold
1,700
– – ﹤0.01% 2265
2016
Q1 		$7K Buy
+1,700
New +$6.06K ﹤0.01% 2065

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ICP
Indus Capital Partners New York $39.7M AUM 53.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial Services Advisors's HTM Position: Q4 2016 in Review

Raymond James Financial Services Advisors sold out of U.S. Geothermal Inc. (HTM) in Q4 2016, closing a stake of 1,700 shares — an estimated $7K sold.

Raymond James Financial Services Advisors first reported a position in HTM in Q1 2016 and held it in 3 quarters. The position peaked at $8K in Q2 2016. 35 funds tracked by Wall St. Rank hold HTM as of Q4 2016.

  • Raymond James Financial Services Advisors reported no remaining U.S. Geothermal Inc. position as of Q4 2016 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 1,700 U.S. Geothermal Inc. shares in Q4 2016, an estimated $7K.
  • Raymond James Financial Services Advisors first reported a position in U.S. Geothermal Inc. in Q1 2016 and held it in 3 quarters.
  • Raymond James Financial Services Advisors's U.S. Geothermal Inc. position peaked at $8K in Q2 2016.
  • 35 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q4 2016.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2016, filed 9 Feb 2017.