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Evercore Wealth Management’s Idacorp IDA Stock Holding History

Evercore Wealth 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
2015
Q3 		– Sell
-197
Closed -$11K – 1011
2015
Q2 		$11K Buy
+197
New +$11.7K ﹤0.01% 885
2013
Q4 		– Sell
-56
Closed -$2K – 910
2013
Q3 		$2K Buy
+56
New +$2.79K ﹤0.01% 955

Other funds holding IDA

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evercore Wealth Management's IDA Position: Q3 2015 in Review

Evercore Wealth Management sold out of Idacorp (IDA) in Q3 2015, closing a stake of 197 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in IDA in Q3 2013 and held it in 2 quarters. The position peaked at $11K in Q2 2015. 226 funds tracked by Wall St. Rank hold IDA as of Q3 2015.

  • Evercore Wealth Management reported no remaining Idacorp position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 197 Idacorp shares in Q3 2015, an estimated $11K.
  • Evercore Wealth Management first reported a position in Idacorp in Q3 2013 and held it in 2 quarters.
  • Evercore Wealth Management's Idacorp position peaked at $11K in Q2 2015.
  • 226 funds tracked by Wall St. Rank held Idacorp as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.