Friedberg Investment Management’s Idacorp IDA Stock Holding History

Friedberg Investment 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
2017 Q3	$208K	Sell	2,367 -8,366	-78%	-$732K	0.34%	62
2017 Q2	$916K	Hold	10,733	–	–	0.39%	62
2017 Q1	$890K	Sell	10,733 -466	-4%	-$37.6K	0.38%	70
2016 Q4	$902K	Sell	11,199 -1	-0%	-$77	0.41%	66
2016 Q3	$876K	Hold	11,200	–	–	0.38%	71
2016 Q2	$911K	Sell	11,200 -700	-6%	-$51.6K	0.43%	62
2016 Q1	$887K	Hold	11,900	–	–	0.44%	62
2015 Q4	$809K	Sell	11,900 -1,000	-8%	-$67.4K	0.39%	68
2015 Q3	$834K	Buy	12,900 +1,400	+12%	+$84.4K	0.4%	63
2015 Q2	$645K	Buy	+11,500	New	+$685K	0.24%	86

Other funds holding IDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Friedberg Investment Management's IDA Position: Q3 2017 in Review

Friedberg Investment Management reduced its Idacorp (IDA) stake by 78% in Q3 2017, selling an estimated $732K and leaving 2,367 shares worth $208K. The position accounts for 0.34% of the portfolio, ranked #62.

Friedberg Investment Management first reported a position in IDA in Q2 2015 and has held it in 10 quarters since. The position peaked at $916K in Q2 2017. 253 funds tracked by Wall St. Rank hold IDA as of Q3 2017.

Friedberg Investment Management held 2,367 shares of Idacorp worth $208K as of Q3 2017.
Friedberg Investment Management sold 8,366 Idacorp shares in Q3 2017, an estimated $732K.
Idacorp made up 0.34% of Friedberg Investment Management's portfolio in Q3 2017, its #62 holding.
Friedberg Investment Management first reported a position in Idacorp in Q2 2015 and has held it in 10 quarters since.
Friedberg Investment Management's Idacorp position peaked at $916K in Q2 2017.
253 funds tracked by Wall St. Rank held Idacorp as of Q3 2017.

Based on Friedberg Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.