Well Done LLC’s Idacorp IDA Stock Holding History

Well Done LLC’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 Q1	–	Sell	-216	Closed	-$20K	–	375
2018 Q4	$20K	Buy	+216	New	+$21.1K	0.01%	352
2018 Q2	–	Sell	-125	Closed	-$11K	–	305
2018 Q1	$11K	Buy	+125	New	+$10.5K	﹤0.01%	417

Other funds holding IDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Well Done LLC's IDA Position: Q1 2019 in Review

Well Done LLC sold out of Idacorp (IDA) in Q1 2019, closing a stake of 216 shares — an estimated $20K sold.

Well Done LLC first reported a position in IDA in Q1 2018 and held it in 2 quarters. The position peaked at $20K in Q4 2018. 352 funds tracked by Wall St. Rank hold IDA as of Q1 2019.

Well Done LLC reported no remaining Idacorp position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 216 Idacorp shares in Q1 2019, an estimated $20K.
Well Done LLC first reported a position in Idacorp in Q1 2018 and held it in 2 quarters.
Well Done LLC's Idacorp position peaked at $20K in Q4 2018.
352 funds tracked by Wall St. Rank held Idacorp as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.