Wealthfront’s U.S. Geothermal Inc. HTM Stock Holding History

Wealthfront’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
2015 Q3	–	Sell	-600	Closed	-$2K	–	1530
2015 Q2	$2K	Buy	+600	New	+$1.81K	﹤0.01%	1211

Other funds holding HTM

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront's HTM Position: Q3 2015 in Review

Wealthfront sold out of U.S. Geothermal Inc. (HTM) in Q3 2015, closing a stake of 600 shares — an estimated $2K sold.

Wealthfront first reported a position in HTM in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 37 funds tracked by Wall St. Rank hold HTM as of Q3 2015.

Wealthfront reported no remaining U.S. Geothermal Inc. position as of Q3 2015 after selling out during the quarter.
Wealthfront sold 600 U.S. Geothermal Inc. shares in Q3 2015, an estimated $2K.
Wealthfront first reported a position in U.S. Geothermal Inc. in Q2 2015 and held it in 1 quarter.
Wealthfront's U.S. Geothermal Inc. position peaked at $2K in Q2 2015.
37 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.