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Cypress Wealth Advisors’s Idacorp IDA Stock Holding History

Cypress Wealth Advisors’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
2019
Q1 		$222K Hold
2,226
– – 0.25% 69
2018
Q4 		$207K Hold
2,226
– – 0.28% 69
2018
Q3 		$221K Hold
2,226
– – 0.23% 75
2018
Q2 		$205K Buy
+2,226
New +$200K 0.22% 76
2018
Q1 		– Sell
-2,226
Closed -$203K – 79
2017
Q4 		$203K Buy
+2,226
New +$208K 0.19% 80

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cypress Wealth Advisors's IDA Position: Q1 2019 in Review

Cypress Wealth Advisors held its Idacorp (IDA) position steady in Q1 2019 at 2,226 shares worth $222K. The position accounts for 0.25% of the portfolio, ranked #69.

Cypress Wealth Advisors first reported a position in IDA in Q4 2017 and has held it in 5 quarters since. 352 funds tracked by Wall St. Rank hold IDA as of Q1 2019.

  • Cypress Wealth Advisors held 2,226 shares of Idacorp worth $222K as of Q1 2019.
  • Cypress Wealth Advisors left its Idacorp share count unchanged in Q1 2019.
  • Idacorp made up 0.25% of Cypress Wealth Advisors's portfolio in Q1 2019, its #69 holding.
  • Cypress Wealth Advisors first reported a position in Idacorp in Q4 2017 and has held it in 5 quarters since.
  • 352 funds tracked by Wall St. Rank held Idacorp as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.