AIM
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Assured Investment Management’s Intrepid Potash IPI Stock Holding History

Assured Investment Management’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
2018
Q4 		– Sell
-4,127
Closed -$148K – 1224
2018
Q3 		$148K Buy
4,127
+1,071
+35% +$39.2K ﹤0.01% 996
2018
Q2 		$125K Buy
+3,056
New +$133K ﹤0.01% 1058

Other funds holding IPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $2.3T AUM 54.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Assured Investment Management's IPI Position: Q4 2018 in Review

Assured Investment Management sold out of Intrepid Potash (IPI) in Q4 2018, closing a stake of 4,127 shares — an estimated $148K sold.

Assured Investment Management first reported a position in IPI in Q2 2018 and held it in 2 quarters. The position peaked at $148K in Q3 2018. 128 funds tracked by Wall St. Rank hold IPI as of Q4 2018.

  • Assured Investment Management reported no remaining Intrepid Potash position as of Q4 2018 after selling out during the quarter.
  • Assured Investment Management sold 4,127 Intrepid Potash shares in Q4 2018, an estimated $148K.
  • Assured Investment Management first reported a position in Intrepid Potash in Q2 2018 and held it in 2 quarters.
  • Assured Investment Management's Intrepid Potash position peaked at $148K in Q3 2018.
  • 128 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2018.

Based on Assured Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.