Domani Wealth’s Intrepid Potash IPI Stock Holding History

Domani Wealth’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
2018 Q3	–	Sell	-1,200	Closed	-$49K	–	107
2018 Q2	$49K	Buy	+1,200	New	+$52.4K	0.02%	103

Other funds holding IPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return

Domani Wealth's IPI Position: Q3 2018 in Review

Domani Wealth sold out of Intrepid Potash (IPI) in Q3 2018, closing a stake of 1,200 shares — an estimated $49K sold.

Domani Wealth first reported a position in IPI in Q2 2018 and held it in 1 quarter. The position peaked at $49K in Q2 2018. 122 funds tracked by Wall St. Rank hold IPI as of Q3 2018.

Domani Wealth reported no remaining Intrepid Potash position as of Q3 2018 after selling out during the quarter.
Domani Wealth sold 1,200 Intrepid Potash shares in Q3 2018, an estimated $49K.
Domani Wealth first reported a position in Intrepid Potash in Q2 2018 and held it in 1 quarter.
Domani Wealth's Intrepid Potash position peaked at $49K in Q2 2018.
122 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2018.

Based on Domani Wealth's 13F filing for Q3 2018, filed 9 Nov 2018.