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BB&T Securities’s Intrepid Potash IPI Stock Holding History

BB&T Securities’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
2015
Q4 		– Sell
-1,148
Closed -$63K – 1163
2015
Q3 		$63K Sell
1,148
-65
-5% -$5.41K ﹤0.01% 1073
2015
Q2 		$144K Sell
1,213
-58
-5% -$6.87K ﹤0.01% 1072
2015
Q1 		$147K Buy
1,271
+79
+7% +$10.4K ﹤0.01% 1051
2014
Q4 		$166K Sell
1,192
-761
-39% -$105K ﹤0.01% 1035
2014
Q3 		$302K Sell
1,953
-550
-22% -$84.7K 0.01% 854
2014
Q2 		$419K Buy
2,503
+47
+2% +$7.55K 0.01% 709
2014
Q1 		$380K Buy
2,456
+94
+4% +$14.4K 0.01% 677
2013
Q4 		$374K Sell
2,362
-492
-17% -$76.4K 0.01% 650
2013
Q3 		$448K Sell
2,854
-836
-23% -$128K 0.01% 549
2013
Q2 		$703K Buy
+3,690
New +$677K 0.02% 420

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
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

BB&T Securities's IPI Position: Q4 2015 in Review

BB&T Securities sold out of Intrepid Potash (IPI) in Q4 2015, closing a stake of 1,148 shares — an estimated $63K sold.

BB&T Securities first reported a position in IPI in Q2 2013 and held it in 10 quarters. The position peaked at $703K in Q2 2013. 148 funds tracked by Wall St. Rank hold IPI as of Q4 2015.

  • BB&T Securities reported no remaining Intrepid Potash position as of Q4 2015 after selling out during the quarter.
  • BB&T Securities sold 1,148 Intrepid Potash shares in Q4 2015, an estimated $63K.
  • BB&T Securities first reported a position in Intrepid Potash in Q2 2013 and held it in 10 quarters.
  • BB&T Securities's Intrepid Potash position peaked at $703K in Q2 2013.
  • 148 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2015.

Based on BB&T Securities's 13F filing for Q4 2015, filed 15 Jan 2016.