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Wilbanks Smith & Thomas Asset Management’s Idacorp IDA Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-176
Closed -$17K – 791
2018
Q3 		$17K Buy
+176
New +$17K ﹤0.01% 924

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IDA Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Idacorp (IDA) in Q4 2018, closing a stake of 176 shares — an estimated $17K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IDA in Q3 2018 and held it in 1 quarter. The position peaked at $17K in Q3 2018. 339 funds tracked by Wall St. Rank hold IDA as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Idacorp position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 176 Idacorp shares in Q4 2018, an estimated $17K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Idacorp in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Idacorp position peaked at $17K in Q3 2018.
  • 339 funds tracked by Wall St. Rank held Idacorp as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.