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Weaver C. Barksdale & Associates’s Idacorp IDA Stock Holding History

Weaver C. Barksdale & Associates’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
2017
Q4 		$7K Sell
78
-1
-1% -$93 0.01% 331
2017
Q3 		$7K Buy
79
+4
+5% +$350 0.01% 334
2017
Q2 		$6K Sell
75
-15
-17% -$1.29K 0.01% 350
2017
Q1 		$7K Hold
90
– – 0.01% 334
2016
Q4 		$7K Buy
90
+11
+14% +$848 0.01% 334
2016
Q3 		$6K Hold
79
– – 0.01% 349
2016
Q2 		$6K Hold
79
– – 0.01% 332
2016
Q1 		$6K Hold
79
– – ﹤0.01% 354
2015
Q4 		$5K Sell
79
-15
-16% -$1.01K ﹤0.01% 376
2015
Q3 		$6K Sell
94
-6
-6% -$362 ﹤0.01% 342
2015
Q2 		$6K Sell
100
-10
-9% -$595 ﹤0.01% 357
2015
Q1 		$7K Buy
110
+25
+29% +$1.61K 0.01% 334
2014
Q4 		$6K Sell
85
-19
-18% -$1.17K ﹤0.01% 344
2014
Q3 		$6K Buy
104
+5
+5% +$275 ﹤0.01% 334
2014
Q2 		$6K Hold
99
– – ﹤0.01% 347
2014
Q1 		$5K Hold
99
– – ﹤0.01% 380
2013
Q4 		$5K Hold
99
– – ﹤0.01% 383
2013
Q3 		$5K Buy
99
+5
+5% +$249 ﹤0.01% 378
2013
Q2 		$4K Buy
+94
New +$4.52K ﹤0.01% 409

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Weaver C. Barksdale & Associates's IDA Position: Q4 2017 in Review

Weaver C. Barksdale & Associates reduced its Idacorp (IDA) stake by 1.3% in Q4 2017, selling an estimated $93 and leaving 78 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #331.

Weaver C. Barksdale & Associates first reported a position in IDA in Q2 2013 and has held it in 19 quarters since. 296 funds tracked by Wall St. Rank hold IDA as of Q4 2017.

  • Weaver C. Barksdale & Associates held 78 shares of Idacorp worth $7K as of Q4 2017.
  • Weaver C. Barksdale & Associates sold 1 Idacorp share in Q4 2017, an estimated $93.
  • Idacorp made up 0.01% of Weaver C. Barksdale & Associates's portfolio in Q4 2017, its #331 holding.
  • Weaver C. Barksdale & Associates first reported a position in Idacorp in Q2 2013 and has held it in 19 quarters since.
  • 296 funds tracked by Wall St. Rank held Idacorp as of Q4 2017.

Based on Weaver C. Barksdale & Associates's 13F filing for Q4 2017, filed 10 Jan 2018.