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Howe & Rusling’s Intrepid Potash IPI Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-3,333
Closed -$185K – 1031
2015
Q3 		$185K Sell
3,333
-318
-9% -$26.4K 0.05% 158
2015
Q2 		$436K Sell
3,651
-81
-2% -$9.59K 0.1% 119
2015
Q1 		$431K Buy
3,732
+97
+3% +$12.8K 0.1% 117
2014
Q4 		$504K Sell
3,635
-171
-4% -$23.7K 0.12% 110
2014
Q3 		$588K Sell
3,806
-233
-6% -$35.9K 0.14% 103
2014
Q2 		$677K Sell
4,039
-296
-7% -$47.6K 0.15% 101
2014
Q1 		$670K Sell
4,335
-101
-2% -$15.4K 0.16% 86
2013
Q4 		$703K Buy
4,436
+1,991
+81% +$309K 0.18% 91
2013
Q3 		$386K Buy
2,445
+37
+2% +$5.67K 0.14% 99
2013
Q2 		$459K Buy
+2,408
New +$442K 0.13% 111

Other funds holding IPI

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
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

Howe & Rusling's IPI Position: Q4 2015 in Review

Howe & Rusling sold out of Intrepid Potash (IPI) in Q4 2015, closing a stake of 3,333 shares — an estimated $185K sold.

Howe & Rusling first reported a position in IPI in Q2 2013 and held it in 10 quarters. The position peaked at $703K in Q4 2013. 148 funds tracked by Wall St. Rank hold IPI as of Q4 2015.

  • Howe & Rusling reported no remaining Intrepid Potash position as of Q4 2015 after selling out during the quarter.
  • Howe & Rusling sold 3,333 Intrepid Potash shares in Q4 2015, an estimated $185K.
  • Howe & Rusling first reported a position in Intrepid Potash in Q2 2013 and held it in 10 quarters.
  • Howe & Rusling's Intrepid Potash position peaked at $703K in Q4 2013.
  • 148 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2015.

Based on Howe & Rusling's 13F filing for Q4 2015, filed 11 Feb 2016.