US Financial Advisors’s Idacorp IDA Stock Holding History

US Financial 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
2016 Q2	–	Sell	-47	Closed	-$4K	–	186
2016 Q1	$4K	Hold	47	–	–	0.01%	268
2015 Q4	$3K	Hold	47	–	–	﹤0.01%	425
2015 Q3	$3K	Hold	47	–	–	0.01%	357
2015 Q2	$3K	Buy	+47	New	+$2.8K	﹤0.01%	327

Other funds holding IDA

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Financial Advisors's IDA Position: Q2 2016 in Review

US Financial Advisors sold out of Idacorp (IDA) in Q2 2016, closing a stake of 47 shares — an estimated $4K sold.

US Financial Advisors first reported a position in IDA in Q2 2015 and held it in 4 quarters. The position peaked at $4K in Q1 2016. 249 funds tracked by Wall St. Rank hold IDA as of Q2 2016.

US Financial Advisors reported no remaining Idacorp position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 47 Idacorp shares in Q2 2016, an estimated $4K.
US Financial Advisors first reported a position in Idacorp in Q2 2015 and held it in 4 quarters.
US Financial Advisors's Idacorp position peaked at $4K in Q1 2016.
249 funds tracked by Wall St. Rank held Idacorp as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.