Oakbrook Investments’s Idacorp IDA Stock Holding History

Oakbrook Investments’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 Q1	–	Sell	-2,750	Closed	-$294K	–	289
2019 Q4	$294K	Hold	2,750	–	–	0.06%	470
2019 Q3	$310K	Hold	2,750	–	–	0.02%	480
2019 Q2	$276K	Buy	+2,750	New	+$277K	0.02%	505

Other funds holding IDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Oakbrook Investments's IDA Position: Q1 2020 in Review

Oakbrook Investments sold out of Idacorp (IDA) in Q1 2020, closing a stake of 2,750 shares — an estimated $294K sold.

Oakbrook Investments first reported a position in IDA in Q2 2019 and held it in 3 quarters. The position peaked at $310K in Q3 2019. 343 funds tracked by Wall St. Rank hold IDA as of Q1 2020.

Oakbrook Investments reported no remaining Idacorp position as of Q1 2020 after selling out during the quarter.
Oakbrook Investments sold 2,750 Idacorp shares in Q1 2020, an estimated $294K.
Oakbrook Investments first reported a position in Idacorp in Q2 2019 and held it in 3 quarters.
Oakbrook Investments's Idacorp position peaked at $310K in Q3 2019.
343 funds tracked by Wall St. Rank held Idacorp as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.