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Harvey Partners’s Intrepid Potash IPI Stock Holding History

Harvey Partners’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
Q1 		– Sell
-7,500
Closed -$1.04M – 46
2014
Q4 		$1.04M Buy
7,500
+3,500
+88% +$485K 0.34% 41
2014
Q3 		$618K Buy
+4,000
New +$616K 0.36% 44

Other funds holding IPI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Harvey Partners's IPI Position: Q1 2015 in Review

Harvey Partners sold out of Intrepid Potash (IPI) in Q1 2015, closing a stake of 7,500 shares — an estimated $1.04M sold.

Harvey Partners first reported a position in IPI in Q3 2014 and held it in 2 quarters. The position peaked at $1.04M in Q4 2014. 170 funds tracked by Wall St. Rank hold IPI as of Q1 2015.

  • Harvey Partners reported no remaining Intrepid Potash position as of Q1 2015 after selling out during the quarter.
  • Harvey Partners sold 7,500 Intrepid Potash shares in Q1 2015, an estimated $1.04M.
  • Harvey Partners first reported a position in Intrepid Potash in Q3 2014 and held it in 2 quarters.
  • Harvey Partners's Intrepid Potash position peaked at $1.04M in Q4 2014.
  • 170 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2015.

Based on Harvey Partners's 13F filing for Q1 2015, filed 15 May 2015.