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Croft-Leominster’s Intrepid Potash IPI Stock Holding History

Croft-Leominster’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
2014
Q4 		– Sell
-1,650
Closed -$254K – 194
2014
Q3 		$254K Hold
1,650
– – 0.04% 144
2014
Q2 		$277K Hold
1,650
– – 0.05% 137
2014
Q1 		$255K Buy
+1,650
New +$252K 0.04% 145

Other funds holding IPI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Croft-Leominster's IPI Position: Q4 2014 in Review

Croft-Leominster sold out of Intrepid Potash (IPI) in Q4 2014, closing a stake of 1,650 shares — an estimated $254K sold.

Croft-Leominster first reported a position in IPI in Q1 2014 and held it in 3 quarters. The position peaked at $277K in Q2 2014. 161 funds tracked by Wall St. Rank hold IPI as of Q4 2014.

  • Croft-Leominster reported no remaining Intrepid Potash position as of Q4 2014 after selling out during the quarter.
  • Croft-Leominster sold 1,650 Intrepid Potash shares in Q4 2014, an estimated $254K.
  • Croft-Leominster first reported a position in Intrepid Potash in Q1 2014 and held it in 3 quarters.
  • Croft-Leominster's Intrepid Potash position peaked at $277K in Q2 2014.
  • 161 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2014.

Based on Croft-Leominster's 13F filing for Q4 2014, filed 17 Feb 2015.