ZIM
HTM

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

Zacks 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
2016
Q4 		– Sell
-2,333
Closed -$10K – 793
2016
Q3 		$10K Hold
2,333
– – ﹤0.01% 642
2016
Q2 		$11K Hold
2,333
– – ﹤0.01% 615
2016
Q1 		$9K Hold
2,333
– – ﹤0.01% 596
2015
Q4 		$9K Hold
2,333
– – ﹤0.01% 552
2015
Q3 		$9K Hold
2,333
– – ﹤0.01% 575
2015
Q2 		$7K Buy
2,333
+500
+27% +$1.51K ﹤0.01% 614
2015
Q1 		$5K Buy
+1,833
New +$5.17K ﹤0.01% 614

Other funds holding HTM

FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ICP
Indus Capital Partners New York $39.7M AUM 53.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Zacks Investment Management's HTM Position: Q4 2016 in Review

Zacks Investment Management sold out of U.S. Geothermal Inc. (HTM) in Q4 2016, closing a stake of 2,333 shares — an estimated $10K sold.

Zacks Investment Management first reported a position in HTM in Q1 2015 and held it in 7 quarters. The position peaked at $11K in Q2 2016. 35 funds tracked by Wall St. Rank hold HTM as of Q4 2016.

  • Zacks Investment Management reported no remaining U.S. Geothermal Inc. position as of Q4 2016 after selling out during the quarter.
  • Zacks Investment Management sold 2,333 U.S. Geothermal Inc. shares in Q4 2016, an estimated $10K.
  • Zacks Investment Management first reported a position in U.S. Geothermal Inc. in Q1 2015 and held it in 7 quarters.
  • Zacks Investment Management's U.S. Geothermal Inc. position peaked at $11K in Q2 2016.
  • 35 funds tracked by Wall St. Rank held U.S. Geothermal Inc. as of Q4 2016.

Based on Zacks Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.