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 $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return