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Calvert Investment Management’s Idacorp IDA Stock Holding History

Calvert 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
2016
Q2 		– Sell
-11,676
Closed -$871K – 785
2016
Q1 		$871K Buy
11,676
+2,982
+34% +$211K 0.04% 344
2015
Q4 		$591K Buy
8,694
+3,745
+76% +$252K 0.03% 414
2015
Q3 		$320K Buy
4,949
+251
+5% +$15.1K 0.02% 453
2015
Q2 		$264K Buy
+4,698
New +$280K 0.01% 540

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

Calvert Investment Management's IDA Position: Q2 2016 in Review

Calvert Investment Management sold out of Idacorp (IDA) in Q2 2016, closing a stake of 11,676 shares — an estimated $871K sold.

Calvert Investment Management first reported a position in IDA in Q2 2015 and held it in 4 quarters. The position peaked at $871K in Q1 2016. 249 funds tracked by Wall St. Rank hold IDA as of Q2 2016.

  • Calvert Investment Management reported no remaining Idacorp position as of Q2 2016 after selling out during the quarter.
  • Calvert Investment Management sold 11,676 Idacorp shares in Q2 2016, an estimated $871K.
  • Calvert Investment Management first reported a position in Idacorp in Q2 2015 and held it in 4 quarters.
  • Calvert Investment Management's Idacorp position peaked at $871K in Q1 2016.
  • 249 funds tracked by Wall St. Rank held Idacorp as of Q2 2016.

Based on Calvert Investment Management's 13F filing for Q2 2016, filed 4 Aug 2016.