Calton & Associates’s Idacorp IDA Stock Holding History

Calton & Associates’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 Q1	–	Sell	-25	Closed	-$2K	–	771
2017 Q4	$2K	Buy	+25	New	+$2.34K	﹤0.01%	1394

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Calton & Associates's IDA Position: Q1 2018 in Review

Calton & Associates sold out of Idacorp (IDA) in Q1 2018, closing a stake of 25 shares — an estimated $2K sold.

Calton & Associates first reported a position in IDA in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 292 funds tracked by Wall St. Rank hold IDA as of Q1 2018.

Calton & Associates reported no remaining Idacorp position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 25 Idacorp shares in Q1 2018, an estimated $2K.
Calton & Associates first reported a position in Idacorp in Q4 2017 and held it in 1 quarter.
Calton & Associates's Idacorp position peaked at $2K in Q4 2017.
292 funds tracked by Wall St. Rank held Idacorp as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.