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Edge Advisors’s Intrepid Potash IPI Stock Holding History

Edge Advisors’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
Q2 		$1.03M Hold
25,100
– – 0.09% 161
2018
Q1 		$913K Hold
25,100
– – 0.09% 172
2017
Q4 		$1.19M Hold
25,100
– – 0.12% 143
2017
Q3 		$1.09M Hold
25,100
– – 0.12% 144
2017
Q2 		$567K Hold
25,100
– – 0.06% 201
2017
Q1 		$431K Buy
25,100
+25,000
+25,000% +$483K 0.05% 240
2016
Q4 		$2K Buy
+100
New +$1.48K ﹤0.01% 773

Other funds holding IPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Edge Advisors's IPI Position: Q2 2018 in Review

Edge Advisors held its Intrepid Potash (IPI) position steady in Q2 2018 at 25,100 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #161.

Edge Advisors first reported a position in IPI in Q4 2016 and has held it in 7 quarters since. The position peaked at $1.19M in Q4 2017. 132 funds tracked by Wall St. Rank hold IPI as of Q2 2018.

  • Edge Advisors held 25,100 shares of Intrepid Potash worth $1.03M as of Q2 2018.
  • Edge Advisors left its Intrepid Potash share count unchanged in Q2 2018.
  • Intrepid Potash made up 0.09% of Edge Advisors's portfolio in Q2 2018, its #161 holding.
  • Edge Advisors first reported a position in Intrepid Potash in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Intrepid Potash position peaked at $1.19M in Q4 2017.
  • 132 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.