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Ladenburg Thalmann Financial Services’s Intrepid Potash IPI Stock Holding History

Ladenburg Thalmann Financial Services’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
Q3 		– Sell
-250
Closed -$8K – 5356
2019
Q2 		$8K Buy
250
+245
+4,900% +$8.54K ﹤0.01% 4526
2019
Q1 		$0 Hold
5
– – ﹤0.01% 5267
2018
Q4 		$0 Hold
5
– – ﹤0.01% 5263
2018
Q3 		$0 Sell
5
-23
-82% -$842 ﹤0.01% 5221
2018
Q2 		$1K Hold
28
– – ﹤0.01% 4987
2018
Q1 		$1K Sell
28
-25
-47% -$968 ﹤0.01% 4987
2017
Q4 		$2K Buy
53
+48
+960% +$1.87K ﹤0.01% 4785
2017
Q3 		$0 Buy
+5
New +$169 ﹤0.01% 4971
2017
Q2 		– Sell
-400
Closed -$7K – 4917
2017
Q1 		$7K Hold
400
– – ﹤0.01% 4166
2016
Q4 		$8K Buy
400
+260
+186% +$3.85K ﹤0.01% 4008
2016
Q3 		$2K Hold
140
– – ﹤0.01% 4481
2016
Q2 		$2K Hold
140
– – ﹤0.01% 4403
2016
Q1 		$2K Hold
140
– – ﹤0.01% 4389
2015
Q4 		$4K Buy
+140
New +$5.9K ﹤0.01% 4138
2015
Q3 		– Sell
-15
Closed -$2K – 4664
2015
Q2 		$2K Hold
15
– – ﹤0.01% 4348
2015
Q1 		$2K Sell
15
-57
-79% -$7.51K ﹤0.01% 4275
2014
Q4 		$10K Hold
72
– – ﹤0.01% 3420
2014
Q3 		$11K Buy
72
+42
+140% +$6.47K ﹤0.01% 3039
2014
Q2 		$5K Hold
30
– – ﹤0.01% 3377
2014
Q1 		$5K Sell
30
-105
-78% -$16K ﹤0.01% 3257
2013
Q4 		$21K Sell
135
-210
-61% -$32.6K ﹤0.01% 2506
2013
Q3 		$54K Buy
345
+165
+92% +$25.3K ﹤0.01% 1775
2013
Q2 		$34K Buy
+180
New +$33K ﹤0.01% 1985

Other funds holding IPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IPI Position: Q3 2019 in Review

Ladenburg Thalmann Financial Services sold out of Intrepid Potash (IPI) in Q3 2019, closing a stake of 250 shares — an estimated $8K sold.

Ladenburg Thalmann Financial Services first reported a position in IPI in Q2 2013 and held it in 23 quarters. The position peaked at $54K in Q3 2013. 122 funds tracked by Wall St. Rank hold IPI as of Q3 2019.

  • Ladenburg Thalmann Financial Services reported no remaining Intrepid Potash position as of Q3 2019 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 250 Intrepid Potash shares in Q3 2019, an estimated $8K.
  • Ladenburg Thalmann Financial Services first reported a position in Intrepid Potash in Q2 2013 and held it in 23 quarters.
  • Ladenburg Thalmann Financial Services's Intrepid Potash position peaked at $54K in Q3 2013.
  • 122 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2019, filed 14 Nov 2019.