Gradient Investments’s Idacorp IDA Stock Holding History

Gradient 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
2019 Q3	–	Sell	-81	Closed	-$8K	–	1161
2019 Q2	$8K	Buy	+81	New	+$8.17K	﹤0.01%	702
2013 Q4	–	Sell	-10	Closed	–	–	612
2013 Q3	$0	Hold	10	–	–	﹤0.01%	547
2013 Q2	$0	Buy	+10	New	+$481	﹤0.01%	479

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Gradient Investments's IDA Position: Q3 2019 in Review

Gradient Investments sold out of Idacorp (IDA) in Q3 2019, closing a stake of 81 shares — an estimated $8K sold.

Gradient Investments first reported a position in IDA in Q2 2013 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 358 funds tracked by Wall St. Rank hold IDA as of Q3 2019.

Gradient Investments reported no remaining Idacorp position as of Q3 2019 after selling out during the quarter.
Gradient Investments sold 81 Idacorp shares in Q3 2019, an estimated $8K.
Gradient Investments first reported a position in Idacorp in Q2 2013 and held it in 3 quarters.
Gradient Investments's Idacorp position peaked at $8K in Q2 2019.
358 funds tracked by Wall St. Rank held Idacorp as of Q3 2019.

Based on Gradient Investments's 13F filing for Q3 2019, filed 10 Oct 2019.