JIR
IPI icon

James Investment Research’s Intrepid Potash IPI Stock Holding History

James Investment Research’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
2018
Q3 		– Sell
-20,750
Closed -$851K – 824
2018
Q2 		$851K Hold
20,750
– – 0.03% 482
2018
Q1 		$755K Hold
20,750
– – 0.03% 484
2017
Q4 		$988K Buy
+20,750
New +$809K 0.03% 473

Other funds holding IPI

BlackRock
BlackRock New York $5.72T 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return

James Investment Research's IPI Position: Q3 2018 in Review

James Investment Research sold out of Intrepid Potash (IPI) in Q3 2018, closing a stake of 20,750 shares — an estimated $851K sold.

James Investment Research first reported a position in IPI in Q4 2017 and held it in 3 quarters. The position peaked at $988K in Q4 2017. 123 funds tracked by Wall St. Rank hold IPI as of Q3 2018.

  • James Investment Research reported no remaining Intrepid Potash position as of Q3 2018 after selling out during the quarter.
  • James Investment Research sold 20,750 Intrepid Potash shares in Q3 2018, an estimated $851K.
  • James Investment Research first reported a position in Intrepid Potash in Q4 2017 and held it in 3 quarters.
  • James Investment Research's Intrepid Potash position peaked at $988K in Q4 2017.
  • 123 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2018.

Based on James Investment Research's 13F filing for Q3 2018, filed 26 Oct 2018.