Pinnacle Advisory Group’s Idacorp IDA Stock Holding History

Pinnacle Advisory Group’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
2021 Q1	$271K	Buy	+2,715	New	+$248K	0.01%	215
2019 Q4	–	Sell	-2,715	Closed	-$306K	–	164
2019 Q3	$306K	Hold	2,715	–	–	0.02%	134
2019 Q2	$273K	Hold	2,715	–	–	0.02%	145
2019 Q1	$270K	Hold	2,715	–	–	0.02%	139
2018 Q4	$253K	Hold	2,715	–	–	0.02%	133
2018 Q3	$269K	Hold	2,715	–	–	0.02%	139
2018 Q2	$250K	Hold	2,715	–	–	0.02%	123
2018 Q1	$240K	Hold	2,715	–	–	0.01%	171
2017 Q4	$248K	Hold	2,715	–	–	0.01%	183
2017 Q3	$239K	Hold	2,715	–	–	0.01%	173
2017 Q2	$232K	Hold	2,715	–	–	0.01%	171
2017 Q1	$225K	Hold	2,715	–	–	0.01%	176
2016 Q4	$219K	Buy	+2,715	New	+$209K	0.01%	178
2016 Q3	–	Sell	-2,715	Closed	-$220K	–	133
2016 Q2	$220K	Hold	2,715	–	–	0.02%	126
2016 Q1	$202K	Buy	+2,715	New	+$192K	0.02%	109

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Advisory Group's IDA Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in Idacorp (IDA) in Q1 2021: 2,715 shares worth $271K. The stake represents 0.01% of the portfolio and ranks #215 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in IDA as recently as Q3 2019.

Pinnacle Advisory Group first reported a position in IDA in Q1 2016 and has held it in 15 quarters since. The position peaked at $306K in Q3 2019. 368 funds tracked by Wall St. Rank hold IDA as of Q1 2021.

Pinnacle Advisory Group held 2,715 shares of Idacorp worth $271K as of Q1 2021.
Idacorp was a new Pinnacle Advisory Group position in Q1 2021.
Idacorp made up 0.01% of Pinnacle Advisory Group's portfolio in Q1 2021, its #215 holding.
Pinnacle Advisory Group first reported a position in Idacorp in Q1 2016 and has held it in 15 quarters since.
Pinnacle Advisory Group's Idacorp position peaked at $306K in Q3 2019.
368 funds tracked by Wall St. Rank held Idacorp as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.