BAMCO Inc’s Intrepid Potash IPI Stock Holding History

BAMCO Inc’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
2013 Q3	–	Sell	-23,000	Closed	-$4.38M	–	319
2013 Q2	$4.38M	Buy	+23,000	New	+$4.22M	0.02%	235

Other funds holding IPI

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BAMCO Inc's IPI Position: Q3 2013 in Review

BAMCO Inc sold out of Intrepid Potash (IPI) in Q3 2013, closing a stake of 23,000 shares — an estimated $4.38M sold.

BAMCO Inc first reported a position in IPI in Q2 2013 and held it in 1 quarter. The position peaked at $4.38M in Q2 2013. 160 funds tracked by Wall St. Rank hold IPI as of Q3 2013.

BAMCO Inc reported no remaining Intrepid Potash position as of Q3 2013 after selling out during the quarter.
BAMCO Inc sold 23,000 Intrepid Potash shares in Q3 2013, an estimated $4.38M.
BAMCO Inc first reported a position in Intrepid Potash in Q2 2013 and held it in 1 quarter.
BAMCO Inc's Intrepid Potash position peaked at $4.38M in Q2 2013.
160 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2013.

Based on BAMCO Inc's 13F filing for Q3 2013, filed 14 Nov 2013.