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NWQ Investment Management Company’s Idacorp IDA Stock Holding History

NWQ Investment Management Company’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 		$3.88M Buy
48,563
+10,754
+28% +$947K 0.18% 119
2020
Q2 		$3.3K Sell
37,809
-26,871
-42% -$2.43M 0.11% 122
2020
Q1 		$5.68M Buy
+64,680
New +$6.66M 0.23% 114

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NWQ Investment Management Company's IDA Position: Q3 2020 in Review

NWQ Investment Management Company increased its Idacorp (IDA) stake by 28% in Q3 2020, buying an estimated $947K and bringing the position to 48,563 shares worth $3.88M. The position accounts for 0.18% of the portfolio, ranked #119.

NWQ Investment Management Company first reported a position in IDA in Q1 2020 and has held it in 3 quarters since. The position peaked at $5.68M in Q1 2020. 359 funds tracked by Wall St. Rank hold IDA as of Q3 2020.

  • NWQ Investment Management Company held 48,563 shares of Idacorp worth $3.88M as of Q3 2020.
  • NWQ Investment Management Company bought 10,754 Idacorp shares in Q3 2020, an estimated $947K.
  • Idacorp made up 0.18% of NWQ Investment Management Company's portfolio in Q3 2020, its #119 holding.
  • NWQ Investment Management Company first reported a position in Idacorp in Q1 2020 and has held it in 3 quarters since.
  • NWQ Investment Management Company's Idacorp position peaked at $5.68M in Q1 2020.
  • 359 funds tracked by Wall St. Rank held Idacorp as of Q3 2020.

Based on NWQ Investment Management Company's 13F filing for Q3 2020, filed 16 Nov 2020.