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Ground Swell Capital’s Idacorp IDA Stock Holding History

Ground Swell Capital’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
2014
Q3 		$11K Sell
200
-443
-69% -$24.4K 0.02% 868
2014
Q2 		$37K Buy
+643
New +$35.5K 0.07% 220

Other funds holding IDA

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ground Swell Capital's IDA Position: Q3 2014 in Review

Ground Swell Capital reduced its Idacorp (IDA) stake by 69% in Q3 2014, selling an estimated $24.4K and leaving 200 shares worth $11K. The position accounts for 0.02% of the portfolio, ranked #868.

Ground Swell Capital first reported a position in IDA in Q2 2014 and has held it in 2 quarters since. The position peaked at $37K in Q2 2014. 205 funds tracked by Wall St. Rank hold IDA as of Q3 2014.

  • Ground Swell Capital held 200 shares of Idacorp worth $11K as of Q3 2014.
  • Ground Swell Capital sold 443 Idacorp shares in Q3 2014, an estimated $24.4K.
  • Idacorp made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #868 holding.
  • Ground Swell Capital first reported a position in Idacorp in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Idacorp position peaked at $37K in Q2 2014.
  • 205 funds tracked by Wall St. Rank held Idacorp as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.