Wright Investors Service’s Idacorp IDA Stock Holding History

Wright Investors Service’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 Q1	–	Sell	-7,080	Closed	-$469K	–	214
2014 Q4	$469K	Sell	7,080 -305	-4%	-$18.7K	0.23%	138
2014 Q3	$396K	Sell	7,385 -475	-6%	-$26.1K	0.2%	150
2014 Q2	$455K	Buy	7,860 +3,765	+92%	+$208K	0.21%	145
2014 Q1	$227K	Buy	+4,095	New	+$219K	0.1%	199

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

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

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

Wright Investors Service's IDA Position: Q1 2015 in Review

Wright Investors Service sold out of Idacorp (IDA) in Q1 2015, closing a stake of 7,080 shares — an estimated $469K sold.

Wright Investors Service first reported a position in IDA in Q1 2014 and held it in 4 quarters. The position peaked at $469K in Q4 2014. 222 funds tracked by Wall St. Rank hold IDA as of Q1 2015.

Wright Investors Service reported no remaining Idacorp position as of Q1 2015 after selling out during the quarter.
Wright Investors Service sold 7,080 Idacorp shares in Q1 2015, an estimated $469K.
Wright Investors Service first reported a position in Idacorp in Q1 2014 and held it in 4 quarters.
Wright Investors Service's Idacorp position peaked at $469K in Q4 2014.
222 funds tracked by Wall St. Rank held Idacorp as of Q1 2015.

Based on Wright Investors Service's 13F filing for Q1 2015, filed 24 Apr 2015.