UBS Group’s U.S. Geothermal Inc. HTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,099
| Closed | -$17K | – | 8585 |
|
|
2018
Q1 | $17K | Buy |
3,099
+754
| +32% | +$3.76K | ﹤0.01% | 6543 |
|
|
2017
Q4 | $8K | Sell |
2,345
-338
| -13% | -$1.27K | ﹤0.01% | 7197 |
|
|
2017
Q3 | $11K | Buy |
2,683
+2,400
| +848% | +$10.1K | ﹤0.01% | 6863 |
|
|
2017
Q2 | $1K | Hold |
283
| – | – | ﹤0.01% | 7586 |
|
|
2017
Q1 | $1K | Sell |
283
-4,112
| -94% | -$17.9K | ﹤0.01% | 7536 |
|
|
2016
Q4 | $18K | Sell |
4,395
-4,090
| -48% | -$16.9K | ﹤0.01% | 6601 |
|
|
2016
Q3 | $36K | Sell |
8,485
-458
| -5% | -$2.15K | ﹤0.01% | 5792 |
|
|
2016
Q2 | $44K | Buy |
8,943
+7,649
| +591% | +$35.2K | ﹤0.01% | 5619 |
|
|
2016
Q1 | $5K | Sell |
1,294
-1,412
| -52% | -$5.04K | ﹤0.01% | 7036 |
|
|
2015
Q4 | $10K | Buy |
2,706
+1,878
| +227% | +$6.81K | ﹤0.01% | 7311 |
|
|
2015
Q3 | $3K | Sell |
828
-825
| -50% | -$2.89K | ﹤0.01% | 7996 |
|
|
2015
Q2 | $6K | Buy |
1,653
+817
| +98% | +$2.47K | ﹤0.01% | 7822 |
|
|
2015
Q1 | $2K | Sell |
836
-4,937
| -86% | -$13.9K | ﹤0.01% | 8495 |
|
|
2014
Q4 | $16K | Buy |
+5,773
| New | +$17.6K | ﹤0.01% | 7984 |
|
UBS Group's HTM Position: Q2 2018 in Review
UBS Group sold out of U.S. Geothermal Inc. (HTM) in Q2 2018, closing a stake of 3,099 shares — an estimated $17K sold.
UBS Group first reported a position in HTM in Q4 2014 and held it in 14 quarters. The position peaked at $44K in Q2 2016. 0 funds tracked by Wall St. Rank hold HTM as of Q2 2018.
- UBS Group reported no remaining U.S. Geothermal Inc. position as of Q2 2018 after selling out during the quarter.
- UBS Group sold 3,099 U.S. Geothermal Inc. shares in Q2 2018, an estimated $17K.
- UBS Group first reported a position in U.S. Geothermal Inc. in Q4 2014 and held it in 14 quarters.
- UBS Group's U.S. Geothermal Inc. position peaked at $44K in Q2 2016.
- 0 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q2 2018.
Based on UBS Group's 13F filing for Q2 2018, filed 14 Aug 2018.