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Fort Point Capital Partners’s Idacorp IDA Stock Holding History

Fort Point Capital Partners’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
2016
Q4 		– Sell
-3,200
Closed -$250K – 126
2016
Q3 		$250K Sell
3,200
-100
-3% -$7.89K 0.11% 113
2016
Q2 		$268K Hold
3,300
– – 0.13% 94
2016
Q1 		$246K Sell
3,300
-58
-2% -$4.1K 0.13% 90
2015
Q4 		$228K Buy
+3,358
New +$226K 0.12% 97

Other funds holding IDA

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fort Point Capital Partners's IDA Position: Q4 2016 in Review

Fort Point Capital Partners sold out of Idacorp (IDA) in Q4 2016, closing a stake of 3,200 shares — an estimated $250K sold.

Fort Point Capital Partners first reported a position in IDA in Q4 2015 and held it in 4 quarters. The position peaked at $268K in Q2 2016. 245 funds tracked by Wall St. Rank hold IDA as of Q4 2016.

  • Fort Point Capital Partners reported no remaining Idacorp position as of Q4 2016 after selling out during the quarter.
  • Fort Point Capital Partners sold 3,200 Idacorp shares in Q4 2016, an estimated $250K.
  • Fort Point Capital Partners first reported a position in Idacorp in Q4 2015 and held it in 4 quarters.
  • Fort Point Capital Partners's Idacorp position peaked at $268K in Q2 2016.
  • 245 funds tracked by Wall St. Rank held Idacorp as of Q4 2016.

Based on Fort Point Capital Partners's 13F filing for Q4 2016, filed 14 Feb 2017.