BTS
IPI icon

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 		$1.47M Buy
1,271
+79
+7% +$10.4K ﹤0.01% 1051
2014
Q4 		$1.66M Sell
1,192
-761
-39% -$105K ﹤0.01% 1035
2014
Q3 		$3.02M Sell
1,953
-550
-22% -$84.7K 0.01% 854
2014
Q2 		$4.19M Buy
2,503
+47
+2% +$7.55K 0.01% 709
2014
Q1 		$3.8M Buy
2,456
+94
+4% +$14.4K 0.01% 677
2013
Q4 		$3.74M Sell
2,362
-492
-17% -$76.4K 0.01% 650
2013
Q3 		$4.47M Sell
2,854
-836
-23% -$128K 0.01% 549
2013
Q2 		$7.03K 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 $1.9T AUM 41.92% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 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 $109B AUM 21.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return