Financial Architects (New Jersey)’s Idacorp IDA Stock Holding History

Financial Architects (New Jersey)’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
2018 Q3	–	Sell	-13	Closed	-$1K	–	1454
2018 Q2	$1K	Buy	+13	New	+$1.17K	﹤0.01%	1257
2017 Q2	–	Sell	-25	Closed	-$2K	–	1558
2017 Q1	$2K	Buy	+25	New	+$2.02K	﹤0.01%	1437
2015 Q1	–	Sell	-91	Closed	-$6K	–	977
2014 Q4	$6K	Hold	91	–	–	﹤0.01%	796
2014 Q3	$5K	Hold	91	–	–	﹤0.01%	742
2014 Q2	$5K	Buy	+91	New	+$5.03K	﹤0.01%	782

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Architects (New Jersey)'s IDA Position: Q3 2018 in Review

Financial Architects (New Jersey) sold out of Idacorp (IDA) in Q3 2018, closing a stake of 13 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in IDA in Q2 2014 and held it in 5 quarters. The position peaked at $6K in Q4 2014. 314 funds tracked by Wall St. Rank hold IDA as of Q3 2018.

Financial Architects (New Jersey) reported no remaining Idacorp position as of Q3 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 13 Idacorp shares in Q3 2018, an estimated $1K.
Financial Architects (New Jersey) first reported a position in Idacorp in Q2 2014 and held it in 5 quarters.
Financial Architects (New Jersey)'s Idacorp position peaked at $6K in Q4 2014.
314 funds tracked by Wall St. Rank held Idacorp as of Q3 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2018, filed 29 Oct 2018.