LifePlan Financial Group’s Idacorp IDA Stock Holding History

LifePlan Financial Group’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
2020 Q3	$192K	Hold	2,397	–	–	0.08%	134
2020 Q2	$209K	Hold	2,397	–	–	0.1%	120
2020 Q1	$210K	Hold	2,397	–	–	0.11%	113
2019 Q4	$256K	Hold	2,397	–	–	0.11%	117
2019 Q3	$270K	Hold	2,397	–	–	0.13%	113
2019 Q2	$241K	Hold	2,397	–	–	0.12%	117
2019 Q1	$239K	Hold	2,397	–	–	0.13%	114
2018 Q4	$223K	Hold	2,397	–	–	0.14%	111
2018 Q3	$238K	Hold	2,397	–	–	0.13%	113
2018 Q2	$221K	Hold	2,397	–	–	0.12%	115
2018 Q1	$212K	Hold	2,397	–	–	0.12%	108
2017 Q4	$211K	Hold	2,397	–	–	0.13%	106
2017 Q3	$211K	Hold	2,397	–	–	0.13%	106
2017 Q2	$205K	Buy	+2,397	New	+$206K	0.14%	103
2014 Q2	–	Sell	-1,377	Closed	-$76K	–	129
2014 Q1	$76K	Hold	1,377	–	–	0.06%	96
2013 Q4	$71K	Hold	1,377	–	–	0.05%	96
2013 Q3	$67K	Buy	+1,377	New	+$68.5K	0.05%	91

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

LifePlan Financial Group's IDA Position: Q3 2020 in Review

LifePlan Financial Group held its Idacorp (IDA) position steady in Q3 2020 at 2,397 shares worth $192K. The position accounts for 0.08% of the portfolio, ranked #134.

LifePlan Financial Group first reported a position in IDA in Q3 2013 and has held it in 17 quarters since. The position peaked at $270K in Q3 2019. 359 funds tracked by Wall St. Rank hold IDA as of Q3 2020.

LifePlan Financial Group held 2,397 shares of Idacorp worth $192K as of Q3 2020.
LifePlan Financial Group left its Idacorp share count unchanged in Q3 2020.
Idacorp made up 0.08% of LifePlan Financial Group's portfolio in Q3 2020, its #134 holding.
LifePlan Financial Group first reported a position in Idacorp in Q3 2013 and has held it in 17 quarters since.
LifePlan Financial Group's Idacorp position peaked at $270K in Q3 2019.
359 funds tracked by Wall St. Rank held Idacorp as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.