Nelson Capital Management’s Idacorp IDA Stock Holding History

Nelson Capital Management’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
2016 Q4	–	Sell	-70	Closed	-$5K	–	257
2016 Q3	$5K	Hold	70	–	–	﹤0.01%	230
2016 Q2	$6K	Hold	70	–	–	﹤0.01%	227
2016 Q1	$5K	Hold	70	–	–	﹤0.01%	226
2015 Q4	$5K	Sell	70 -30	-30%	-$2.02K	﹤0.01%	225
2015 Q3	$6K	Hold	100	–	–	﹤0.01%	218
2015 Q2	$6K	Hold	100	–	–	﹤0.01%	226
2015 Q1	$6K	Hold	100	–	–	﹤0.01%	226
2014 Q4	$7K	Hold	100	–	–	﹤0.01%	250
2014 Q3	$5K	Hold	100	–	–	﹤0.01%	277
2014 Q2	$6K	Hold	100	–	–	﹤0.01%	263
2014 Q1	$6K	Hold	100	–	–	﹤0.01%	225
2013 Q4	$5K	Hold	100	–	–	﹤0.01%	213
2013 Q3	$5K	Hold	100	–	–	﹤0.01%	200
2013 Q2	$5K	Buy	+100	New	+$4.81K	﹤0.01%	199

Other funds holding IDA

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Nelson Capital Management's IDA Position: Q4 2016 in Review

Nelson Capital Management sold out of Idacorp (IDA) in Q4 2016, closing a stake of 70 shares — an estimated $5K sold.

Nelson Capital Management first reported a position in IDA in Q2 2013 and held it in 14 quarters. The position peaked at $7K in Q4 2014. 245 funds tracked by Wall St. Rank hold IDA as of Q4 2016.

Nelson Capital Management reported no remaining Idacorp position as of Q4 2016 after selling out during the quarter.
Nelson Capital Management sold 70 Idacorp shares in Q4 2016, an estimated $5K.
Nelson Capital Management first reported a position in Idacorp in Q2 2013 and held it in 14 quarters.
Nelson Capital Management's Idacorp position peaked at $7K in Q4 2014.
245 funds tracked by Wall St. Rank held Idacorp as of Q4 2016.

Based on Nelson Capital Management's 13F filing for Q4 2016, filed 9 Feb 2017.