Douglass Winthrop Advisors’s Idacorp IDA Stock Holding History

Douglass Winthrop 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 Q2	–	Sell	-4,000	Closed	-$398K	–	264
2019 Q1	$398K	Hold	4,000	–	–	0.02%	182
2018 Q4	$372K	Hold	4,000	–	–	0.02%	188
2018 Q3	$397K	Hold	4,000	–	–	0.02%	191
2018 Q2	$369K	Hold	4,000	–	–	0.02%	218
2018 Q1	$353K	Sell	4,000 -25	-0.6%	-$2.11K	0.02%	217
2017 Q4	$368K	Buy	4,025 +25	+0.6%	+$2.34K	0.02%	192
2017 Q3	$352K	Hold	4,000	–	–	0.02%	191
2017 Q2	$341K	Hold	4,000	–	–	0.02%	191
2017 Q1	$332K	Hold	4,000	–	–	0.02%	194
2016 Q4	$322K	Hold	4,000	–	–	0.02%	188
2016 Q3	$313K	Hold	4,000	–	–	0.02%	190
2016 Q2	$325K	Hold	4,000	–	–	0.02%	185
2016 Q1	$298K	Hold	4,000	–	–	0.02%	186
2015 Q4	$272K	Hold	4,000	–	–	0.02%	199
2015 Q3	$259K	Hold	4,000	–	–	0.02%	208
2015 Q2	$251K	Hold	4,000	–	–	0.02%	226
2015 Q1	$251K	Buy	+4,000	New	+$257K	0.02%	226

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Douglass Winthrop Advisors's IDA Position: Q2 2019 in Review

Douglass Winthrop Advisors sold out of Idacorp (IDA) in Q2 2019, closing a stake of 4,000 shares — an estimated $398K sold.

Douglass Winthrop Advisors first reported a position in IDA in Q1 2015 and held it in 17 quarters. The position peaked at $398K in Q1 2019. 364 funds tracked by Wall St. Rank hold IDA as of Q2 2019.

Douglass Winthrop Advisors reported no remaining Idacorp position as of Q2 2019 after selling out during the quarter.
Douglass Winthrop Advisors sold 4,000 Idacorp shares in Q2 2019, an estimated $398K.
Douglass Winthrop Advisors first reported a position in Idacorp in Q1 2015 and held it in 17 quarters.
Douglass Winthrop Advisors's Idacorp position peaked at $398K in Q1 2019.
364 funds tracked by Wall St. Rank held Idacorp as of Q2 2019.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.