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Bellwether Investment Group’s Idacorp IDA Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-122
Closed -$10K – 313
2017
Q1 		$10K Hold
122
– – 0.03% 487
2016
Q4 		$10K Buy
+122
New +$9.4K 0.01% 636

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bellwether Investment Group's IDA Position: Q2 2017 in Review

Bellwether Investment Group sold out of Idacorp (IDA) in Q2 2017, closing a stake of 122 shares — an estimated $10K sold.

Bellwether Investment Group first reported a position in IDA in Q4 2016 and held it in 2 quarters. The position peaked at $10K in Q1 2017. 252 funds tracked by Wall St. Rank hold IDA as of Q2 2017.

  • Bellwether Investment Group reported no remaining Idacorp position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 122 Idacorp shares in Q2 2017, an estimated $10K.
  • Bellwether Investment Group first reported a position in Idacorp in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Idacorp position peaked at $10K in Q1 2017.
  • 252 funds tracked by Wall St. Rank held Idacorp as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.