Massachusetts Financial Services
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Massachusetts Financial Services’s Intrepid Potash IPI Stock Holding History

Massachusetts 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
2013
Q4 		– Sell
-360,734
Closed -$56.6M – 840
2013
Q3 		$56.6M Buy
360,734
+59,702
+20% +$9.15M 0.04% 311
2013
Q2 		$57.3M Buy
+301,032
New +$55.2M 0.04% 302

Other funds holding IPI

SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 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
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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services's IPI Position: Q4 2013 in Review

Massachusetts Financial Services sold out of Intrepid Potash (IPI) in Q4 2013, closing a stake of 360,734 shares — an estimated $56.6M sold.

Massachusetts Financial Services first reported a position in IPI in Q2 2013 and held it in 2 quarters. The position peaked at $57.3M in Q2 2013. 157 funds tracked by Wall St. Rank hold IPI as of Q4 2013.

  • Massachusetts Financial Services reported no remaining Intrepid Potash position as of Q4 2013 after selling out during the quarter.
  • Massachusetts Financial Services sold 360,734 Intrepid Potash shares in Q4 2013, an estimated $56.6M.
  • Massachusetts Financial Services first reported a position in Intrepid Potash in Q2 2013 and held it in 2 quarters.
  • Massachusetts Financial Services's Intrepid Potash position peaked at $57.3M in Q2 2013.
  • 157 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2013.

Based on Massachusetts Financial Services's 13F filing for Q4 2013, filed 12 Feb 2014.