AIA
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Allegis Investment Advisors’s Idacorp IDA Stock Holding History

Allegis Investment Advisors’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-125
Closed -$9K – 517
2015
Q4 		$9K Buy
+125
New +$8.42K 0.01% 696

Other funds holding IDA

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allegis Investment Advisors's IDA Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Idacorp (IDA) in Q1 2016, closing a stake of 125 shares — an estimated $9K sold.

Allegis Investment Advisors first reported a position in IDA in Q4 2015 and held it in 1 quarter. The position peaked at $9K in Q4 2015. 248 funds tracked by Wall St. Rank hold IDA as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Idacorp position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 125 Idacorp shares in Q1 2016, an estimated $9K.
  • Allegis Investment Advisors first reported a position in Idacorp in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Idacorp position peaked at $9K in Q4 2015.
  • 248 funds tracked by Wall St. Rank held Idacorp as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.