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OFI Advisors’s Idacorp IDA Stock Holding History

OFI 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
2015
Q3 		$249K Sell
3,842
-285
-7% -$17.2K 0.02% 1094
2015
Q2 		$232K Buy
4,127
+416
+11% +$24.8K 0.01% 1176
2015
Q1 		$233K Buy
3,711
+532
+17% +$34.2K 0.01% 1166
2014
Q4 		$210K Sell
3,179
-804
-20% -$49.3K 0.01% 1178
2014
Q3 		$214K Buy
3,983
+267
+7% +$14.7K 0.02% 1101
2014
Q2 		$215K Buy
3,716
+368
+11% +$20.3K 0.02% 1117
2014
Q1 		$186K Buy
3,348
+311
+10% +$16.7K 0.01% 1147
2013
Q4 		$157K Buy
3,037
+316
+12% +$16.1K 0.01% 1204
2013
Q3 		$132K Buy
2,721
+248
+10% +$12.3K 0.01% 1201
2013
Q2 		$118K Buy
+2,473
New +$119K 0.01% 1179

Other funds holding IDA

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OFI Advisors's IDA Position: Q3 2015 in Review

OFI Advisors reduced its Idacorp (IDA) stake by 6.9% in Q3 2015, selling an estimated $17.2K and leaving 3,842 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #1094.

OFI Advisors first reported a position in IDA in Q2 2013 and has held it in 10 quarters since. 226 funds tracked by Wall St. Rank hold IDA as of Q3 2015.

  • OFI Advisors held 3,842 shares of Idacorp worth $249K as of Q3 2015.
  • OFI Advisors sold 285 Idacorp shares in Q3 2015, an estimated $17.2K.
  • Idacorp made up 0.02% of OFI Advisors's portfolio in Q3 2015, its #1094 holding.
  • OFI Advisors first reported a position in Idacorp in Q2 2013 and has held it in 10 quarters since.
  • 226 funds tracked by Wall St. Rank held Idacorp as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.