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Bruderman Asset Management’s Intrepid Potash IPI Stock Holding History

Bruderman Asset 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
2016
Q3 		– Sell
-20
Closed – – 389
2016
Q2 		$0 Hold
20
– – ﹤0.01% 387
2016
Q1 		$0 Hold
20
– – ﹤0.01% 397
2015
Q4 		$1K Hold
20
– – ﹤0.01% 393
2015
Q3 		$1K Hold
20
– – ﹤0.01% 411
2015
Q2 		$2K Buy
+20
New +$2.37K ﹤0.01% 413

Other funds holding IPI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bruderman Asset Management's IPI Position: Q3 2016 in Review

Bruderman Asset Management sold out of Intrepid Potash (IPI) in Q3 2016, closing a stake of 20 shares.

Bruderman Asset Management first reported a position in IPI in Q2 2015 and held it in 5 quarters. The position peaked at $2K in Q2 2015. 105 funds tracked by Wall St. Rank hold IPI as of Q3 2016.

  • Bruderman Asset Management reported no remaining Intrepid Potash position as of Q3 2016 after selling out during the quarter.
  • Bruderman Asset Management sold 20 Intrepid Potash shares in Q3 2016.
  • Bruderman Asset Management first reported a position in Intrepid Potash in Q2 2015 and held it in 5 quarters.
  • Bruderman Asset Management's Intrepid Potash position peaked at $2K in Q2 2015.
  • 105 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2016.

Based on Bruderman Asset Management's 13F filing for Q3 2016, filed 8 Nov 2016.