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Eaton Vance Management’s Intrepid Potash IPI Stock Holding History

Eaton Vance 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
2015
Q3 		– Sell
-1,647
Closed -$197K – 955
2015
Q2 		$197K Sell
1,647
-6,163
-79% -$730K ﹤0.01% 906
2015
Q1 		$902K Buy
7,810
+1,290
+20% +$170K ﹤0.01% 699
2014
Q4 		$905K Buy
+6,520
New +$903K ﹤0.01% 680

Other funds holding IPI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
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
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Eaton Vance Management's IPI Position: Q3 2015 in Review

Eaton Vance Management sold out of Intrepid Potash (IPI) in Q3 2015, closing a stake of 1,647 shares — an estimated $197K sold.

Eaton Vance Management first reported a position in IPI in Q4 2014 and held it in 3 quarters. The position peaked at $905K in Q4 2014. 156 funds tracked by Wall St. Rank hold IPI as of Q3 2015.

  • Eaton Vance Management reported no remaining Intrepid Potash position as of Q3 2015 after selling out during the quarter.
  • Eaton Vance Management sold 1,647 Intrepid Potash shares in Q3 2015, an estimated $197K.
  • Eaton Vance Management first reported a position in Intrepid Potash in Q4 2014 and held it in 3 quarters.
  • Eaton Vance Management's Intrepid Potash position peaked at $905K in Q4 2014.
  • 156 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2015.

Based on Eaton Vance Management's 13F filing for Q3 2015, filed 13 Nov 2015.