SBIA
HTM

Sheaff Brock Investment Advisors’s U.S. Geothermal Inc. HTM Stock Holding History

Sheaff Brock Investment 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
Q2 		– Sell
-83,333
Closed -$338K – 658
2016
Q1 		$338K Hold
83,333
– – 0.04% 355
2015
Q4 		$313K Buy
+83,333
New +$302K 0.04% 397

Other funds holding HTM

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
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
ICP
Indus Capital Partners New York $39.7M AUM 53.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Sheaff Brock Investment Advisors's HTM Position: Q2 2016 in Review

Sheaff Brock Investment Advisors sold out of U.S. Geothermal Inc. (HTM) in Q2 2016, closing a stake of 83,333 shares — an estimated $338K sold.

Sheaff Brock Investment Advisors first reported a position in HTM in Q4 2015 and held it in 2 quarters. The position peaked at $338K in Q1 2016. 44 funds tracked by Wall St. Rank hold HTM as of Q2 2016.

  • Sheaff Brock Investment Advisors reported no remaining U.S. Geothermal Inc. position as of Q2 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 83,333 U.S. Geothermal Inc. shares in Q2 2016, an estimated $338K.
  • Sheaff Brock Investment Advisors first reported a position in U.S. Geothermal Inc. in Q4 2015 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's U.S. Geothermal Inc. position peaked at $338K in Q1 2016.
  • 44 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q2 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2016, filed 5 Aug 2016.