FANJ
IPI icon

Financial Architects (New Jersey)’s Intrepid Potash IPI Stock Holding History

Financial Architects (New Jersey)’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
Q4 		– Sell
-331
Closed -$12K – 1411
2018
Q3 		$12K Buy
331
+100
+43% +$3.66K ﹤0.01% 1062
2018
Q2 		$9K Buy
231
+200
+645% +$8.73K ﹤0.01% 1015
2018
Q1 		$1K Hold
31
– – ﹤0.01% 1351
2017
Q4 		$1K Hold
31
– – ﹤0.01% 1445
2017
Q3 		$1K Buy
+31
New +$1.05K ﹤0.01% 1449

Other funds holding IPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Financial Architects (New Jersey)'s IPI Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of Intrepid Potash (IPI) in Q4 2018, closing a stake of 331 shares — an estimated $12K sold.

Financial Architects (New Jersey) first reported a position in IPI in Q3 2017 and held it in 5 quarters. The position peaked at $12K in Q3 2018. 128 funds tracked by Wall St. Rank hold IPI as of Q4 2018.

  • Financial Architects (New Jersey) reported no remaining Intrepid Potash position as of Q4 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 331 Intrepid Potash shares in Q4 2018, an estimated $12K.
  • Financial Architects (New Jersey) first reported a position in Intrepid Potash in Q3 2017 and held it in 5 quarters.
  • Financial Architects (New Jersey)'s Intrepid Potash position peaked at $12K in Q3 2018.
  • 128 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.