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Stratos Wealth Partners’s Idacorp IDA Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-454
Closed -$45K – 1586
2018
Q3 		$45K Buy
+454
New +$43.7K ﹤0.01% 1507
2018
Q2 		– Sell
-507
Closed -$45K – 1710
2018
Q1 		$45K Buy
507
+197
+64% +$16.6K ﹤0.01% 1632
2017
Q4 		$28K Buy
+310
New +$29K ﹤0.01% 1786

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stratos Wealth Partners's IDA Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Idacorp (IDA) in Q4 2018, closing a stake of 454 shares — an estimated $45K sold.

Stratos Wealth Partners first reported a position in IDA in Q4 2017 and held it in 3 quarters. The position peaked at $45K in Q3 2018. 339 funds tracked by Wall St. Rank hold IDA as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Idacorp position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 454 Idacorp shares in Q4 2018, an estimated $45K.
  • Stratos Wealth Partners first reported a position in Idacorp in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Idacorp position peaked at $45K in Q3 2018.
  • 339 funds tracked by Wall St. Rank held Idacorp as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.