WA
UQM

WFG Advisors’s UQM Technologies, Inc. UQM Stock Holding History

WFG Advisors’s Portfolio UQM Stock Details UQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2,500
Closed -$3K – 1859
2015
Q1 		$3K Hold
2,500
– – ﹤0.01% 1500
2014
Q4 		$2K Hold
2,500
– – ﹤0.01% 1898
2014
Q3 		$4K Hold
2,500
– – ﹤0.01% 1744
2014
Q2 		$6K Hold
2,500
– – ﹤0.01% 1637
2014
Q1 		$7K Hold
2,500
– – ﹤0.01% 1565
2013
Q4 		$5K Hold
2,500
– – ﹤0.01% 1772
2013
Q3 		$5K Hold
2,500
– – ﹤0.01% 1758
2013
Q2 		$3K Buy
+2,500
New +$2.16K ﹤0.01% 1808

Other funds holding UQM

PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Seamans Capital Management Boston, Massachusetts $30.2M AUM 15.76% 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

WFG Advisors's UQM Position: Q2 2015 in Review

WFG Advisors sold out of UQM Technologies, Inc. (UQM) in Q2 2015, closing a stake of 2,500 shares — an estimated $3K sold.

WFG Advisors first reported a position in UQM in Q2 2013 and held it in 8 quarters. The position peaked at $7K in Q1 2014. 34 funds tracked by Wall St. Rank hold UQM as of Q2 2015.

  • WFG Advisors reported no remaining UQM Technologies, Inc. position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 2,500 UQM Technologies, Inc. shares in Q2 2015, an estimated $3K.
  • WFG Advisors first reported a position in UQM Technologies, Inc. in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's UQM Technologies, Inc. position peaked at $7K in Q1 2014.
  • 34 funds tracked by Wall St. Rank held UQM Technologies, Inc. as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.