IPC
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Independent Portfolio Consultants’s Idacorp IDA Stock Holding History

Independent Portfolio Consultants’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
Q2 		$997K Sell
11,686
-1,364
-10% -$117K 0.41% 50
2017
Q1 		$1.08M Buy
13,050
+770
+6% +$62.1K 0.37% 68
2016
Q4 		$989K Buy
12,280
+1,275
+12% +$98.3K 0.33% 92
2016
Q3 		$861K Sell
11,005
-45
-0.4% -$3.55K 0.27% 114
2016
Q2 		$899K Buy
11,050
+3,875
+54% +$286K 0.28% 107
2016
Q1 		$535K Sell
7,175
-115
-2% -$8.12K 0.15% 200
2015
Q4 		$496K Sell
7,290
-3,520
-33% -$237K 0.15% 198
2015
Q3 		$700K Sell
10,810
-90
-0.8% -$5.42K 0.15% 192
2015
Q2 		$612K Buy
10,900
+630
+6% +$37.5K 0.12% 225
2015
Q1 		$646K Sell
10,270
-485
-5% -$31.2K 0.13% 204
2014
Q4 		$712K Buy
10,755
+5,850
+119% +$359K 0.14% 200
2014
Q3 		$263K Buy
4,905
+215
+5% +$11.8K 0.07% 423
2014
Q2 		$271K Buy
4,690
+575
+14% +$31.8K 0.08% 393
2014
Q1 		$228K Sell
4,115
-2,150
-34% -$115K 0.07% 417
2013
Q4 		$325K Sell
6,265
-795
-11% -$40.6K 0.11% 356
2013
Q3 		$342K Sell
7,060
-885
-11% -$44K 0.14% 323
2013
Q2 		$379K Buy
+7,945
New +$382K 0.17% 263

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Independent Portfolio Consultants's IDA Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Idacorp (IDA) stake by 10% in Q2 2017, selling an estimated $117K and leaving 11,686 shares worth $997K. The position accounts for 0.41% of the portfolio, ranked #50.

Independent Portfolio Consultants first reported a position in IDA in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.08M in Q1 2017. 252 funds tracked by Wall St. Rank hold IDA as of Q2 2017.

  • Independent Portfolio Consultants held 11,686 shares of Idacorp worth $997K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,364 Idacorp shares in Q2 2017, an estimated $117K.
  • Idacorp made up 0.41% of Independent Portfolio Consultants's portfolio in Q2 2017, its #50 holding.
  • Independent Portfolio Consultants first reported a position in Idacorp in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Idacorp position peaked at $1.08M in Q1 2017.
  • 252 funds tracked by Wall St. Rank held Idacorp as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.