WFG Advisors’s Idacorp IDA Stock Holding History

WFG 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
2015 Q3	–	Sell	-200	Closed	-$11K	–	1656
2015 Q2	$11K	Hold	200	–	–	﹤0.01%	1160
2015 Q1	$13K	Hold	200	–	–	﹤0.01%	1123
2014 Q4	$13K	Hold	200	–	–	﹤0.01%	1361
2014 Q3	$11K	Hold	200	–	–	﹤0.01%	1466
2014 Q2	$12K	Hold	200	–	–	﹤0.01%	1424
2014 Q1	$11K	Hold	200	–	–	﹤0.01%	1439
2013 Q4	$10K	Hold	200	–	–	﹤0.01%	1577
2013 Q3	$10K	Hold	200	–	–	﹤0.01%	1518
2013 Q2	$10K	Buy	+200	New	+$9.62K	﹤0.01%	1444

Other funds holding IDA

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

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

WFG Advisors's IDA Position: Q3 2015 in Review

WFG Advisors sold out of Idacorp (IDA) in Q3 2015, closing a stake of 200 shares — an estimated $11K sold.

WFG Advisors first reported a position in IDA in Q2 2013 and held it in 9 quarters. The position peaked at $13K in Q1 2015. 226 funds tracked by Wall St. Rank hold IDA as of Q3 2015.

WFG Advisors reported no remaining Idacorp position as of Q3 2015 after selling out during the quarter.
WFG Advisors sold 200 Idacorp shares in Q3 2015, an estimated $11K.
WFG Advisors first reported a position in Idacorp in Q2 2013 and held it in 9 quarters.
WFG Advisors's Idacorp position peaked at $13K in Q1 2015.
226 funds tracked by Wall St. Rank held Idacorp as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.