RA
IDA icon

Rational Advisors’s Idacorp IDA Stock Holding History

Rational 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
2013
Q4 		$75K Sell
1,450
-250
-15% -$12.8K 0.01% 665
2013
Q3 		$82K Sell
1,700
-76
-4% -$3.78K 0.01% 685
2013
Q2 		$85K Buy
+1,776
New +$85.4K 0.01% 677

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rational Advisors's IDA Position: Q4 2013 in Review

Rational Advisors reduced its Idacorp (IDA) stake by 15% in Q4 2013, selling an estimated $12.8K and leaving 1,450 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #665.

Rational Advisors first reported a position in IDA in Q2 2013 and has held it in 3 quarters since. The position peaked at $85K in Q2 2013. 190 funds tracked by Wall St. Rank hold IDA as of Q4 2013.

  • Rational Advisors held 1,450 shares of Idacorp worth $75K as of Q4 2013.
  • Rational Advisors sold 250 Idacorp shares in Q4 2013, an estimated $12.8K.
  • Idacorp made up 0.01% of Rational Advisors's portfolio in Q4 2013, its #665 holding.
  • Rational Advisors first reported a position in Idacorp in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's Idacorp position peaked at $85K in Q2 2013.
  • 190 funds tracked by Wall St. Rank held Idacorp as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.