Wealthfront’s Idacorp IDA Stock Holding History

Wealthfront’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
2015 Q4	–	Sell	-425	Closed	-$28K	–	628
2015 Q3	$28K	Buy	425 +331	+352%	+$20K	﹤0.01%	646
2015 Q2	$5K	Buy	94 +40	+74%	+$2.38K	﹤0.01%	1044
2015 Q1	$3K	Buy	54 +53	+5,300%	+$3.41K	﹤0.01%	911
2014 Q4	$0	Buy	+1	New	+$61	﹤0.01%	815

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

First Eagle Investment Management New York $59B AUM 32.99% 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

Wealthfront's IDA Position: Q4 2015 in Review

Wealthfront sold out of Idacorp (IDA) in Q4 2015, closing a stake of 425 shares — an estimated $28K sold.

Wealthfront first reported a position in IDA in Q4 2014 and held it in 4 quarters. The position peaked at $28K in Q3 2015. 233 funds tracked by Wall St. Rank hold IDA as of Q4 2015.

Wealthfront reported no remaining Idacorp position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 425 Idacorp shares in Q4 2015, an estimated $28K.
Wealthfront first reported a position in Idacorp in Q4 2014 and held it in 4 quarters.
Wealthfront's Idacorp position peaked at $28K in Q3 2015.
233 funds tracked by Wall St. Rank held Idacorp as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.