FineMark National Bank & Trust’s Intrepid Potash IPI Stock Holding History

FineMark National Bank & Trust’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	-24	Closed	-$3K	–	1550
2015 Q2	$3K	Sell	24 -2	-8%	-$237	﹤0.01%	1186
2015 Q1	$3K	Sell	26 -10	-28%	-$1.32K	﹤0.01%	1186
2014 Q4	$5K	Sell	36 -5	-12%	-$693	﹤0.01%	1150
2014 Q3	$6K	Hold	41	–	–	﹤0.01%	1103
2014 Q2	$7K	Buy	41 +3	+8%	+$482	﹤0.01%	1104
2014 Q1	$6K	Buy	38 +13	+52%	+$1.99K	﹤0.01%	1133
2013 Q4	$4K	Buy	25 +2	+9%	+$311	﹤0.01%	1199
2013 Q3	$4K	Sell	23 -1	-4%	-$153	﹤0.01%	1142
2013 Q2	$4K	Buy	+24	New	+$4.4K	﹤0.01%	1143

Other funds holding IPI

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

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

Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

FineMark National Bank & Trust's IPI Position: Q3 2015 in Review

FineMark National Bank & Trust sold out of Intrepid Potash (IPI) in Q3 2015, closing a stake of 24 shares — an estimated $3K sold.

FineMark National Bank & Trust first reported a position in IPI in Q2 2013 and held it in 9 quarters. The position peaked at $7K in Q2 2014. 156 funds tracked by Wall St. Rank hold IPI as of Q3 2015.

FineMark National Bank & Trust reported no remaining Intrepid Potash position as of Q3 2015 after selling out during the quarter.
FineMark National Bank & Trust sold 24 Intrepid Potash shares in Q3 2015, an estimated $3K.
FineMark National Bank & Trust first reported a position in Intrepid Potash in Q2 2013 and held it in 9 quarters.
FineMark National Bank & Trust's Intrepid Potash position peaked at $7K in Q2 2014.
156 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2015.

Based on FineMark National Bank & Trust's 13F filing for Q3 2015, filed 13 Nov 2015.