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	–	–	768
2019 Q1	$0	Hold	5	–	–	﹤0.01%	738
2018 Q4	$0	Hold	5	–	–	﹤0.01%	730
2018 Q3	$0	Hold	5	–	–	﹤0.01%	692
2018 Q2	$0	Hold	5	–	–	﹤0.01%	708
2018 Q1	$0	Hold	5	–	–	﹤0.01%	722
2017 Q4	$0	Hold	5	–	–	﹤0.01%	716
2017 Q3	$0	Hold	5	–	–	﹤0.01%	693
2017 Q2	$0	Hold	5	–	–	﹤0.01%	728
2017 Q1	$0	Hold	5	–	–	﹤0.01%	711
2016 Q4	$0	Hold	5	–	–	﹤0.01%	714
2016 Q3	$0	Hold	5	–	–	﹤0.01%	680
2016 Q2	$0	Hold	5	–	–	﹤0.01%	695
2016 Q1	$0	Hold	5	–	–	﹤0.01%	689
2015 Q4	$0	Hold	5	–	–	﹤0.01%	697
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 $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return