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First Horizon Advisors’s Intrepid Potash IPI Stock Holding History

First Horizon 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
2014
Q2 		– Sell
-120
Closed -$17K – 1520
2014
Q1 		$17K Hold
120
– – ﹤0.01% 820
2013
Q4 		$17K Buy
120
+16
+15% +$2.48K ﹤0.01% 787
2013
Q3 		$16K Sell
104
-42
-29% -$6.43K ﹤0.01% 717
2013
Q2 		$27K Buy
+146
New +$26.8K 0.01% 302

Other funds holding IPI

SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
MVM
McClain Value Management New Canaan, Connecticut $50.9M AUM 16.06% 1-Year Est. Return

First Horizon Advisors's IPI Position: Q2 2014 in Review

First Horizon Advisors sold out of Intrepid Potash (IPI) in Q2 2014, closing a stake of 120 shares — an estimated $17K sold.

First Horizon Advisors first reported a position in IPI in Q2 2013 and held it in 4 quarters. The position peaked at $27K in Q2 2013. 165 funds tracked by Wall St. Rank hold IPI as of Q2 2014.

  • First Horizon Advisors reported no remaining Intrepid Potash position as of Q2 2014 after selling out during the quarter.
  • First Horizon Advisors sold 120 Intrepid Potash shares in Q2 2014, an estimated $17K.
  • First Horizon Advisors first reported a position in Intrepid Potash in Q2 2013 and held it in 4 quarters.
  • First Horizon Advisors's Intrepid Potash position peaked at $27K in Q2 2013.
  • 165 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2014.

Based on First Horizon Advisors's 13F filing for Q2 2014, filed 7 Aug 2014.