GBBWRPM
IDA icon

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Idacorp IDA Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2016
Q2 		– Sell
-166
Closed -$12K – 427
2016
Q1 		$12K Buy
+166
New +$11.7K 0.01% 241

Other funds holding IDA

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's IDA Position: Q2 2016 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Idacorp (IDA) in Q2 2016, closing a stake of 166 shares — an estimated $12K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in IDA in Q1 2016 and held it in 1 quarter. The position peaked at $12K in Q1 2016. 249 funds tracked by Wall St. Rank hold IDA as of Q2 2016.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Idacorp position as of Q2 2016 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 166 Idacorp shares in Q2 2016, an estimated $12K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Idacorp in Q1 2016 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Idacorp position peaked at $12K in Q1 2016.
  • 249 funds tracked by Wall St. Rank held Idacorp as of Q2 2016.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q2 2016, filed 8 Aug 2016.