DIM
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Delta Investment Management’s Idacorp IDA Stock Holding History

Delta 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
2019
Q4 		– Sell
-1,953
Closed -$220K – 169
2019
Q3 		$220K Sell
1,953
-297
-13% -$31.6K 0.11% 102
2019
Q2 		$225K Buy
+2,250
New +$227K 0.13% 107

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Delta Investment Management's IDA Position: Q4 2019 in Review

Delta Investment Management sold out of Idacorp (IDA) in Q4 2019, closing a stake of 1,953 shares — an estimated $220K sold.

Delta Investment Management first reported a position in IDA in Q2 2019 and held it in 2 quarters. The position peaked at $225K in Q2 2019. 370 funds tracked by Wall St. Rank hold IDA as of Q4 2019.

  • Delta Investment Management reported no remaining Idacorp position as of Q4 2019 after selling out during the quarter.
  • Delta Investment Management sold 1,953 Idacorp shares in Q4 2019, an estimated $220K.
  • Delta Investment Management first reported a position in Idacorp in Q2 2019 and held it in 2 quarters.
  • Delta Investment Management's Idacorp position peaked at $225K in Q2 2019.
  • 370 funds tracked by Wall St. Rank held Idacorp as of Q4 2019.

Based on Delta Investment Management's 13F filing for Q4 2019, filed 12 Feb 2020.