JOYN Advisors’s Idacorp IDA Stock Holding History

JOYN Advisors’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 Q1	–	Sell	-700	Closed	-$65K	–	700
2018 Q4	$65K	Sell	700 -46	-6%	-$4.49K	0.01%	272
2018 Q3	$74K	Buy	746 +14	+2%	+$1.35K	0.01%	288
2018 Q2	$67K	Sell	732 -327	-31%	-$29.4K	0.01%	317
2018 Q1	$94K	Buy	+1,059	New	+$89.4K	0.02%	288

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JOYN Advisors's IDA Position: Q1 2019 in Review

JOYN Advisors sold out of Idacorp (IDA) in Q1 2019, closing a stake of 700 shares — an estimated $65K sold.

JOYN Advisors first reported a position in IDA in Q1 2018 and held it in 4 quarters. The position peaked at $94K in Q1 2018. 352 funds tracked by Wall St. Rank hold IDA as of Q1 2019.

JOYN Advisors reported no remaining Idacorp position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 700 Idacorp shares in Q1 2019, an estimated $65K.
JOYN Advisors first reported a position in Idacorp in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Idacorp position peaked at $94K in Q1 2018.
352 funds tracked by Wall St. Rank held Idacorp as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.