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Horizon Investment Services’s Idacorp IDA Stock Holding History

Horizon Investment Services’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
2015
Q2 		– Sell
-8,798
Closed -$553K – 133
2015
Q1 		$553K Buy
8,798
+1,038
+13% +$66.7K 0.23% 64
2014
Q4 		$514K Buy
7,760
+659
+9% +$40.4K 0.24% 66
2014
Q3 		$381K Sell
7,101
-506
-7% -$27.9K 0.19% 73
2014
Q2 		$440K Buy
7,607
+136
+2% +$7.51K 0.21% 66
2014
Q1 		$419K Buy
7,471
+700
+10% +$37.5K 0.23% 61
2013
Q4 		$351K Buy
6,771
+249
+4% +$12.7K 0.21% 66
2013
Q3 		$316K Buy
6,522
+1,011
+18% +$50.3K 0.22% 63
2013
Q2 		$263K Buy
+5,511
New +$265K 0.21% 74

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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

Horizon Investment Services's IDA Position: Q2 2015 in Review

Horizon Investment Services sold out of Idacorp (IDA) in Q2 2015, closing a stake of 8,798 shares — an estimated $553K sold.

Horizon Investment Services first reported a position in IDA in Q2 2013 and held it in 8 quarters. The position peaked at $553K in Q1 2015. 219 funds tracked by Wall St. Rank hold IDA as of Q2 2015.

  • Horizon Investment Services reported no remaining Idacorp position as of Q2 2015 after selling out during the quarter.
  • Horizon Investment Services sold 8,798 Idacorp shares in Q2 2015, an estimated $553K.
  • Horizon Investment Services first reported a position in Idacorp in Q2 2013 and held it in 8 quarters.
  • Horizon Investment Services's Idacorp position peaked at $553K in Q1 2015.
  • 219 funds tracked by Wall St. Rank held Idacorp as of Q2 2015.

Based on Horizon Investment Services's 13F filing for Q2 2015, filed 20 Aug 2015.