RT
HTM

Rockland Trust’s U.S. Geothermal Inc. HTM Stock Holding History

Rockland Trust’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
2014
Q4 		– Sell
-6,750
Closed -$23K – 149
2014
Q3 		$23K Sell
6,750
-417
-6% -$1.56K 0.01% 125
2014
Q2 		$26K Buy
+7,167
New +$29.7K 0.01% 125

Other funds holding HTM

AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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
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
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rockland Trust's HTM Position: Q4 2014 in Review

Rockland Trust sold out of U.S. Geothermal Inc. (HTM) in Q4 2014, closing a stake of 6,750 shares — an estimated $23K sold.

Rockland Trust first reported a position in HTM in Q2 2014 and held it in 2 quarters. The position peaked at $26K in Q2 2014. 34 funds tracked by Wall St. Rank hold HTM as of Q4 2014.

  • Rockland Trust reported no remaining U.S. Geothermal Inc. position as of Q4 2014 after selling out during the quarter.
  • Rockland Trust sold 6,750 U.S. Geothermal Inc. shares in Q4 2014, an estimated $23K.
  • Rockland Trust first reported a position in U.S. Geothermal Inc. in Q2 2014 and held it in 2 quarters.
  • Rockland Trust's U.S. Geothermal Inc. position peaked at $26K in Q2 2014.
  • 34 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q4 2014.

Based on Rockland Trust's 13F filing for Q4 2014, filed 4 Feb 2015.