MUFG Americas’s Intrepid Potash IPI Stock Holding History

MUFG Americas’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
2017 Q1	–	Sell	-30	Closed	-$1K	–	1159
2016 Q4	$1K	Buy	+30	New	+$444	﹤0.01%	1061
2015 Q4	–	Sell	-65	Closed	-$4K	–	1135
2015 Q3	$4K	Buy	+65	New	+$5.41K	﹤0.01%	995

Other funds holding IPI

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BCM

Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return

Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MUFG Americas's IPI Position: Q1 2017 in Review

MUFG Americas sold out of Intrepid Potash (IPI) in Q1 2017, closing a stake of 30 shares — an estimated $1K sold.

MUFG Americas first reported a position in IPI in Q3 2015 and held it in 2 quarters. The position peaked at $4K in Q3 2015. 98 funds tracked by Wall St. Rank hold IPI as of Q1 2017.

MUFG Americas reported no remaining Intrepid Potash position as of Q1 2017 after selling out during the quarter.
MUFG Americas sold 30 Intrepid Potash shares in Q1 2017, an estimated $1K.
MUFG Americas first reported a position in Intrepid Potash in Q3 2015 and held it in 2 quarters.
MUFG Americas's Intrepid Potash position peaked at $4K in Q3 2015.
98 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2017.

Based on MUFG Americas's 13F filing for Q1 2017, filed 4 May 2017.