WA
HTM

WESPAC Advisors’s U.S. Geothermal Inc. HTM Stock Holding History

WESPAC 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
2015
Q1 		– Sell
-2,638
Closed -$7K – 142
2014
Q4 		$7K Buy
+2,638
New +$8.02K ﹤0.01% 119

Other funds holding HTM

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 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
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WESPAC Advisors's HTM Position: Q1 2015 in Review

WESPAC Advisors sold out of U.S. Geothermal Inc. (HTM) in Q1 2015, closing a stake of 2,638 shares — an estimated $7K sold.

WESPAC Advisors first reported a position in HTM in Q4 2014 and held it in 1 quarter. The position peaked at $7K in Q4 2014. 30 funds tracked by Wall St. Rank hold HTM as of Q1 2015.

  • WESPAC Advisors reported no remaining U.S. Geothermal Inc. position as of Q1 2015 after selling out during the quarter.
  • WESPAC Advisors sold 2,638 U.S. Geothermal Inc. shares in Q1 2015, an estimated $7K.
  • WESPAC Advisors first reported a position in U.S. Geothermal Inc. in Q4 2014 and held it in 1 quarter.
  • WESPAC Advisors's U.S. Geothermal Inc. position peaked at $7K in Q4 2014.
  • 30 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q1 2015.

Based on WESPAC Advisors's 13F filing for Q1 2015, filed 27 Apr 2015.