Lucus Advisors’s Idacorp IDA Stock Holding History

Lucus 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
2018 Q1	$240K	Sell	2,715 -977	-26%	-$82.5K	0.42%	29
2017 Q4	$337K	Buy	+3,692	New	+$345K	0.49%	70

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

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

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

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

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

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Lucus Advisors's IDA Position: Q1 2018 in Review

Lucus Advisors reduced its Idacorp (IDA) stake by 26% in Q1 2018, selling an estimated $82.5K and leaving 2,715 shares worth $240K. The position accounts for 0.42% of the portfolio, ranked #29.

Lucus Advisors first reported a position in IDA in Q4 2017 and has held it in 2 quarters since. The position peaked at $337K in Q4 2017. 292 funds tracked by Wall St. Rank hold IDA as of Q1 2018.

Lucus Advisors held 2,715 shares of Idacorp worth $240K as of Q1 2018.
Lucus Advisors sold 977 Idacorp shares in Q1 2018, an estimated $82.5K.
Idacorp made up 0.42% of Lucus Advisors's portfolio in Q1 2018, its #29 holding.
Lucus Advisors first reported a position in Idacorp in Q4 2017 and has held it in 2 quarters since.
Lucus Advisors's Idacorp position peaked at $337K in Q4 2017.
292 funds tracked by Wall St. Rank held Idacorp as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.