Avantax Planning Partners’s Idacorp IDA Stock Holding History

Avantax Planning Partners’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
2018 Q2	–	Sell	-330	Closed	-$29K	–	794
2018 Q1	$29K	Buy	+330	New	+$27.9K	﹤0.01%	657

Other funds holding IDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Avantax Planning Partners's IDA Position: Q2 2018 in Review

Avantax Planning Partners sold out of Idacorp (IDA) in Q2 2018, closing a stake of 330 shares — an estimated $29K sold.

Avantax Planning Partners first reported a position in IDA in Q1 2018 and held it in 1 quarter. The position peaked at $29K in Q1 2018. 306 funds tracked by Wall St. Rank hold IDA as of Q2 2018.

Avantax Planning Partners reported no remaining Idacorp position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 330 Idacorp shares in Q2 2018, an estimated $29K.
Avantax Planning Partners first reported a position in Idacorp in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Idacorp position peaked at $29K in Q1 2018.
306 funds tracked by Wall St. Rank held Idacorp as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.