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Convergence Investment Partners’s Idacorp IDA Stock Holding History

Convergence Investment 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
2017
Q1 		– Sell
-33,610
Closed -$2.71M – 354
2016
Q4 		$2.71M Buy
+33,610
New +$2.59M 0.37% 97
2015
Q4 		– Sell
-18,144
Closed -$1.17M – 357
2015
Q3 		$1.17M Buy
+18,144
New +$1.09M 0.13% 233

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Convergence Investment Partners's IDA Position: Q1 2017 in Review

Convergence Investment Partners sold out of Idacorp (IDA) in Q1 2017, closing a stake of 33,610 shares — an estimated $2.71M sold.

Convergence Investment Partners first reported a position in IDA in Q3 2015 and held it in 2 quarters. The position peaked at $2.71M in Q4 2016. 236 funds tracked by Wall St. Rank hold IDA as of Q1 2017.

  • Convergence Investment Partners reported no remaining Idacorp position as of Q1 2017 after selling out during the quarter.
  • Convergence Investment Partners sold 33,610 Idacorp shares in Q1 2017, an estimated $2.71M.
  • Convergence Investment Partners first reported a position in Idacorp in Q3 2015 and held it in 2 quarters.
  • Convergence Investment Partners's Idacorp position peaked at $2.71M in Q4 2016.
  • 236 funds tracked by Wall St. Rank held Idacorp as of Q1 2017.

Based on Convergence Investment Partners's 13F filing for Q1 2017, filed 15 May 2017.