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Waddell & Reed Financial’s Idacorp IDA Stock Holding History

Waddell & Reed Financial’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
2019
Q3 		– Sell
-118,735
Closed -$11.9M – 485
2019
Q2 		$11.9M Sell
118,735
-25,065
-17% -$2.53M 0.03% 396
2019
Q1 		$14.3M Sell
143,800
-4,836
-3% -$469K 0.04% 393
2018
Q4 		$13.8M Buy
148,636
+70,817
+91% +$6.92M 0.04% 360
2018
Q3 		$7.72M Buy
+77,819
New +$7.5M 0.02% 455
2016
Q4 		– Sell
-80,600
Closed -$6.31M – 596
2016
Q3 		$6.31M Sell
80,600
-1,100
-1% -$86.8K 0.01% 464
2016
Q2 		$6.65M Buy
+81,700
New +$6.02M 0.01% 445

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Waddell & Reed Financial's IDA Position: Q3 2019 in Review

Waddell & Reed Financial sold out of Idacorp (IDA) in Q3 2019, closing a stake of 118,735 shares — an estimated $11.9M sold.

Waddell & Reed Financial first reported a position in IDA in Q2 2016 and held it in 6 quarters. The position peaked at $14.3M in Q1 2019. 358 funds tracked by Wall St. Rank hold IDA as of Q3 2019.

  • Waddell & Reed Financial reported no remaining Idacorp position as of Q3 2019 after selling out during the quarter.
  • Waddell & Reed Financial sold 118,735 Idacorp shares in Q3 2019, an estimated $11.9M.
  • Waddell & Reed Financial first reported a position in Idacorp in Q2 2016 and held it in 6 quarters.
  • Waddell & Reed Financial's Idacorp position peaked at $14.3M in Q1 2019.
  • 358 funds tracked by Wall St. Rank held Idacorp as of Q3 2019.

Based on Waddell & Reed Financial's 13F filing for Q3 2019, filed 14 Nov 2019.