RBC
UQM

Ronald Blue & Co’s UQM Technologies, Inc. UQM Stock Holding History

Ronald Blue & Co’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
2015
Q4 		– Sell
-12,205
Closed -$8K – 311
2015
Q3 		$8K Hold
12,205
– – ﹤0.01% 303
2015
Q2 		$10K Hold
12,205
– – ﹤0.01% 358
2015
Q1 		$13K Hold
12,205
– – ﹤0.01% 351
2014
Q4 		$10K Hold
12,205
– – ﹤0.01% 348
2014
Q3 		$17K Hold
12,205
– – ﹤0.01% 333
2014
Q2 		$28K Hold
12,205
– – ﹤0.01% 338
2014
Q1 		$32K Hold
12,205
– – ﹤0.01% 327
2013
Q4 		$26K Hold
12,205
– – ﹤0.01% 302
2013
Q3 		$22K Hold
12,205
– – ﹤0.01% 280
2013
Q2 		$15K Buy
+12,205
New +$10.6K ﹤0.01% 216

Other funds holding UQM

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ronald Blue & Co's UQM Position: Q4 2015 in Review

Ronald Blue & Co sold out of UQM Technologies, Inc. (UQM) in Q4 2015, closing a stake of 12,205 shares — an estimated $8K sold.

Ronald Blue & Co first reported a position in UQM in Q2 2013 and held it in 10 quarters. The position peaked at $32K in Q1 2014. 27 funds tracked by Wall St. Rank hold UQM as of Q4 2015.

  • Ronald Blue & Co reported no remaining UQM Technologies, Inc. position as of Q4 2015 after selling out during the quarter.
  • Ronald Blue & Co sold 12,205 UQM Technologies, Inc. shares in Q4 2015, an estimated $8K.
  • Ronald Blue & Co first reported a position in UQM Technologies, Inc. in Q2 2013 and held it in 10 quarters.
  • Ronald Blue & Co's UQM Technologies, Inc. position peaked at $32K in Q1 2014.
  • 27 funds tracked by Wall St. Rank held UQM Technologies, Inc. as of Q4 2015.

Based on Ronald Blue & Co's 13F filing for Q4 2015, filed 11 Feb 2016.