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First Personal Financial Services’s Idacorp IDA Stock Holding History

First Personal Financial Services’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
Q2 		– Sell
-153
Closed -$14K – 790
2018
Q1 		$14K Sell
153
-9
-6% -$760 ﹤0.01% 708
2017
Q4 		$15K Sell
162
-72
-31% -$6.73K ﹤0.01% 700
2017
Q3 		$21K Buy
234
+3
+1% +$262 ﹤0.01% 583
2017
Q2 		$20K Buy
231
+157
+212% +$13.5K ﹤0.01% 582
2017
Q1 		$6K Buy
+74
New +$5.96K ﹤0.01% 780
2016
Q3 		– Sell
-32
Closed -$3K – 823
2016
Q2 		$3K Buy
+32
New +$2.36K ﹤0.01% 735

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Personal Financial Services's IDA Position: Q2 2018 in Review

First Personal Financial Services sold out of Idacorp (IDA) in Q2 2018, closing a stake of 153 shares — an estimated $14K sold.

First Personal Financial Services first reported a position in IDA in Q2 2016 and held it in 6 quarters. The position peaked at $21K in Q3 2017. 306 funds tracked by Wall St. Rank hold IDA as of Q2 2018.

  • First Personal Financial Services reported no remaining Idacorp position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 153 Idacorp shares in Q2 2018, an estimated $14K.
  • First Personal Financial Services first reported a position in Idacorp in Q2 2016 and held it in 6 quarters.
  • First Personal Financial Services's Idacorp position peaked at $21K in Q3 2017.
  • 306 funds tracked by Wall St. Rank held Idacorp as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.