Capital World Investors
IPI icon

Capital World Investors’s Intrepid Potash IPI Stock Holding History

Capital World Investors’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
Q2 		– Sell
-564,035
Closed -$65.1M – 536
2015
Q1 		$65.1M Hold
564,035
– – 0.02% 341
2014
Q4 		$78.3M Buy
564,035
+74,535
+15% +$10.3M 0.02% 324
2014
Q3 		$75.6M Buy
489,500
+251,000
+105% +$38.7M 0.02% 330
2014
Q2 		$40M Buy
+238,500
New +$38.3M 0.01% 375

Other funds holding IPI

SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 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
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

Capital World Investors's IPI Position: Q2 2015 in Review

Capital World Investors sold out of Intrepid Potash (IPI) in Q2 2015, closing a stake of 564,035 shares — an estimated $65.1M sold.

Capital World Investors first reported a position in IPI in Q2 2014 and held it in 4 quarters. The position peaked at $78.3M in Q4 2014. 161 funds tracked by Wall St. Rank hold IPI as of Q2 2015.

  • Capital World Investors reported no remaining Intrepid Potash position as of Q2 2015 after selling out during the quarter.
  • Capital World Investors sold 564,035 Intrepid Potash shares in Q2 2015, an estimated $65.1M.
  • Capital World Investors first reported a position in Intrepid Potash in Q2 2014 and held it in 4 quarters.
  • Capital World Investors's Intrepid Potash position peaked at $78.3M in Q4 2014.
  • 161 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2015.

Based on Capital World Investors's 13F filing for Q2 2015, filed 14 Aug 2015.