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AIMZ Investment Advisors’s Intrepid Potash IPI Stock Holding History

AIMZ Investment Advisors’s Portfolio IPI Stock Details IPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-4,125
Closed -$122K – 95
2015
Q4 		$122K Sell
4,125
-2,815
-41% -$119K 0.11% 95
2015
Q3 		$384K Sell
6,940
-30
-0.4% -$2.5K 0.35% 75
2015
Q2 		$832K Hold
6,970
– – 0.72% 50
2015
Q1 		$805K Sell
6,970
-120
-2% -$15.8K 0.69% 51
2014
Q4 		$984K Buy
+7,090
New +$982K 0.88% 41

Other funds holding IPI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

AIMZ Investment Advisors's IPI Position: Q1 2016 in Review

AIMZ Investment Advisors sold out of Intrepid Potash (IPI) in Q1 2016, closing a stake of 4,125 shares — an estimated $122K sold.

AIMZ Investment Advisors first reported a position in IPI in Q4 2014 and held it in 5 quarters. The position peaked at $984K in Q4 2014. 132 funds tracked by Wall St. Rank hold IPI as of Q1 2016.

  • AIMZ Investment Advisors reported no remaining Intrepid Potash position as of Q1 2016 after selling out during the quarter.
  • AIMZ Investment Advisors sold 4,125 Intrepid Potash shares in Q1 2016, an estimated $122K.
  • AIMZ Investment Advisors first reported a position in Intrepid Potash in Q4 2014 and held it in 5 quarters.
  • AIMZ Investment Advisors's Intrepid Potash position peaked at $984K in Q4 2014.
  • 132 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2016.

Based on AIMZ Investment Advisors's 13F filing for Q1 2016, filed 16 May 2016.