MFW
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Mosaic Family Wealth’s Idacorp IDA Stock Holding History

Mosaic Family Wealth’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
Q2 		– Sell
-1,554
Closed -$155K – 369
2019
Q1 		$155K Buy
1,554
+10
+0.6% +$971 0.06% 174
2018
Q4 		$144K Hold
1,544
– – 0.06% 180
2018
Q3 		$153K Buy
+1,544
New +$149K 0.06% 175
2017
Q4 		– Sell
-60
Closed -$5K – 788
2017
Q3 		$5K Buy
+60
New +$5.25K ﹤0.01% 702

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mosaic Family Wealth's IDA Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Idacorp (IDA) in Q2 2019, closing a stake of 1,554 shares — an estimated $155K sold.

Mosaic Family Wealth first reported a position in IDA in Q3 2017 and held it in 4 quarters. The position peaked at $155K in Q1 2019. 364 funds tracked by Wall St. Rank hold IDA as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Idacorp position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,554 Idacorp shares in Q2 2019, an estimated $155K.
  • Mosaic Family Wealth first reported a position in Idacorp in Q3 2017 and held it in 4 quarters.
  • Mosaic Family Wealth's Idacorp position peaked at $155K in Q1 2019.
  • 364 funds tracked by Wall St. Rank held Idacorp as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.