FormulaFolio Investments’s Idacorp IDA Stock Holding History

FormulaFolio Investments’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	-6,301	Closed	-$556K	–	315
2018 Q1	$556K	Buy	6,301 +121	+2%	+$10.2K	0.03%	166
2017 Q4	$565K	Buy	+6,180	New	+$578K	0.04%	158

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

FormulaFolio Investments's IDA Position: Q2 2018 in Review

FormulaFolio Investments sold out of Idacorp (IDA) in Q2 2018, closing a stake of 6,301 shares — an estimated $556K sold.

FormulaFolio Investments first reported a position in IDA in Q4 2017 and held it in 2 quarters. The position peaked at $565K in Q4 2017. 306 funds tracked by Wall St. Rank hold IDA as of Q2 2018.

FormulaFolio Investments reported no remaining Idacorp position as of Q2 2018 after selling out during the quarter.
FormulaFolio Investments sold 6,301 Idacorp shares in Q2 2018, an estimated $556K.
FormulaFolio Investments first reported a position in Idacorp in Q4 2017 and held it in 2 quarters.
FormulaFolio Investments's Idacorp position peaked at $565K in Q4 2017.
306 funds tracked by Wall St. Rank held Idacorp as of Q2 2018.

Based on FormulaFolio Investments's 13F filing for Q2 2018, filed 13 Jul 2018.