BGIM
IDA icon

Brandywine Global Investment Management’s Idacorp IDA Stock Holding History

Brandywine Global Investment Management’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
Q4 		– Sell
-90
Closed -$9K – 865
2018
Q3 		$9K Sell
90
-210
-70% -$20.2K ﹤0.01% 787
2018
Q2 		$28K Buy
300
+210
+233% +$18.8K ﹤0.01% 801
2018
Q1 		$8K Hold
90
– – ﹤0.01% 846
2017
Q4 		$9K Hold
90
– – ﹤0.01% 827
2017
Q3 		$8K Sell
90
-32
-26% -$2.8K ﹤0.01% 822
2017
Q2 		$11K Hold
122
– – ﹤0.01% 832
2017
Q1 		$11K Hold
122
– – ﹤0.01% 856
2016
Q4 		$10K Hold
122
– – ﹤0.01% 866
2016
Q3 		$10K Hold
122
– – ﹤0.01% 864
2016
Q2 		$10K Hold
122
– – ﹤0.01% 879
2016
Q1 		$10K Hold
122
– – ﹤0.01% 909
2015
Q4 		$9K Hold
122
– – ﹤0.01% 875
2015
Q3 		$8K Hold
122
– – ﹤0.01% 918
2015
Q2 		$7K Hold
122
– – ﹤0.01% 931
2015
Q1 		$8K Sell
122
-200,871
-100% -$12.9M ﹤0.01% 932
2014
Q4 		$13.3M Hold
200,993
– – 0.09% 204
2014
Q3 		$10.8M Buy
200,993
+24,690
+14% +$1.36M 0.08% 236
2014
Q2 		$10.2M Sell
176,303
-15,700
-8% -$867K 0.08% 224
2014
Q1 		$10.7M Buy
192,003
+1,985
+1% +$106K 0.09% 198
2013
Q4 		$9.85M Sell
190,018
-26,664
-12% -$1.36M 0.09% 197
2013
Q3 		$10.5M Buy
216,682
+8,800
+4% +$438K 0.1% 180
2013
Q2 		$9.93M Buy
+207,882
New +$9.99M 0.1% 171

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brandywine Global Investment Management's IDA Position: Q4 2018 in Review

Brandywine Global Investment Management sold out of Idacorp (IDA) in Q4 2018, closing a stake of 90 shares — an estimated $9K sold.

Brandywine Global Investment Management first reported a position in IDA in Q2 2013 and held it in 22 quarters. The position peaked at $13.3M in Q4 2014. 339 funds tracked by Wall St. Rank hold IDA as of Q4 2018.

  • Brandywine Global Investment Management reported no remaining Idacorp position as of Q4 2018 after selling out during the quarter.
  • Brandywine Global Investment Management sold 90 Idacorp shares in Q4 2018, an estimated $9K.
  • Brandywine Global Investment Management first reported a position in Idacorp in Q2 2013 and held it in 22 quarters.
  • Brandywine Global Investment Management's Idacorp position peaked at $13.3M in Q4 2014.
  • 339 funds tracked by Wall St. Rank held Idacorp as of Q4 2018.

Based on Brandywine Global Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.