Focused Wealth Management’s Intrepid Potash IPI Stock Holding History

Focused Wealth 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
2019 Q2	–	Sell	-5	Closed	–	–	766
2019 Q1	$0	Hold	5	–	–	﹤0.01%	732
2018 Q4	$0	Hold	5	–	–	﹤0.01%	721
2018 Q3	$0	Hold	5	–	–	﹤0.01%	682
2018 Q2	$0	Hold	5	–	–	﹤0.01%	702
2018 Q1	$0	Hold	5	–	–	﹤0.01%	716
2017 Q4	$0	Hold	5	–	–	﹤0.01%	714
2017 Q3	$0	Hold	5	–	–	﹤0.01%	689
2017 Q2	$0	Hold	5	–	–	﹤0.01%	724
2017 Q1	$0	Hold	5	–	–	﹤0.01%	709
2016 Q4	$0	Hold	5	–	–	﹤0.01%	713
2016 Q3	$0	Hold	5	–	–	﹤0.01%	680
2016 Q2	$0	Hold	5	–	–	﹤0.01%	695
2016 Q1	$0	Hold	5	–	–	﹤0.01%	688
2015 Q4	$0	Hold	5	–	–	﹤0.01%	696
2015 Q3	$0	Hold	5	–	–	﹤0.01%	695
2015 Q2	$1K	Hold	5	–	–	﹤0.01%	616
2015 Q1	$1K	Hold	5	–	–	﹤0.01%	635
2014 Q4	$1K	Hold	5	–	–	﹤0.01%	620
2014 Q3	$1K	Hold	5	–	–	﹤0.01%	641
2014 Q2	$1K	Hold	5	–	–	﹤0.01%	630
2014 Q1	$1K	Hold	5	–	–	﹤0.01%	594
2013 Q4	$1K	Hold	5	–	–	﹤0.01%	590
2013 Q3	$1K	Buy	+5	New	+$766	﹤0.01%	559

Other funds holding IPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Focused Wealth Management's IPI Position: Q2 2019 in Review

Focused Wealth Management sold out of Intrepid Potash (IPI) in Q2 2019, closing a stake of 5 shares.

Focused Wealth Management first reported a position in IPI in Q3 2013 and held it in 23 quarters. The position peaked at $1K in Q2 2015. 127 funds tracked by Wall St. Rank hold IPI as of Q2 2019.

Focused Wealth Management reported no remaining Intrepid Potash position as of Q2 2019 after selling out during the quarter.
Focused Wealth Management sold 5 Intrepid Potash shares in Q2 2019.
Focused Wealth Management first reported a position in Intrepid Potash in Q3 2013 and held it in 23 quarters.
Focused Wealth Management's Intrepid Potash position peaked at $1K in Q2 2015.
127 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2019.

Based on Focused Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.