SIM
HTM

Spark Investment Management’s U.S. Geothermal Inc. HTM Stock Holding History

Spark Investment 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
Q3 		– Sell
-12,900
Closed -$59K – 883
2017
Q2 		$59K Sell
12,900
-6,497
-33% -$26.5K ﹤0.01% 740
2017
Q1 		$79K Sell
19,397
-16,503
-46% -$71.7K 0.01% 788
2016
Q4 		$146K Sell
35,900
-8,200
-19% -$33.8K 0.01% 681
2016
Q3 		$191K Sell
44,100
-7,117
-14% -$33.4K 0.02% 677
2016
Q2 		$251K Hold
51,217
– – 0.02% 581
2016
Q1 		$207K Hold
51,217
– – 0.02% 614
2015
Q4 		$192K Buy
51,217
+17,334
+51% +$62.8K 0.02% 587
2015
Q3 		$125K Hold
33,883
– – 0.02% 584
2015
Q2 		$107K Sell
33,883
-2,100
-6% -$6.35K 0.01% 593
2015
Q1 		$103K Sell
35,983
-7,667
-18% -$21.6K 0.01% 616
2014
Q4 		$120K Hold
43,650
– – 0.02% 558
2014
Q3 		$146K Buy
43,650
+16,333
+60% +$61.1K 0.02% 552
2014
Q2 		$98K Buy
+27,317
New +$113K 0.01% 562

Other funds holding HTM

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return

Spark Investment Management's HTM Position: Q3 2017 in Review

Spark Investment Management sold out of U.S. Geothermal Inc. (HTM) in Q3 2017, closing a stake of 12,900 shares — an estimated $59K sold.

Spark Investment Management first reported a position in HTM in Q2 2014 and held it in 13 quarters. The position peaked at $251K in Q2 2016. 32 funds tracked by Wall St. Rank hold HTM as of Q3 2017.

  • Spark Investment Management reported no remaining U.S. Geothermal Inc. position as of Q3 2017 after selling out during the quarter.
  • Spark Investment Management sold 12,900 U.S. Geothermal Inc. shares in Q3 2017, an estimated $59K.
  • Spark Investment Management first reported a position in U.S. Geothermal Inc. in Q2 2014 and held it in 13 quarters.
  • Spark Investment Management's U.S. Geothermal Inc. position peaked at $251K in Q2 2016.
  • 32 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q3 2017.

Based on Spark Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.