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New England Securities’s Intrepid Potash IPI Stock Holding History

New England Securities’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
2014
Q3 		– Sell
-8
Closed -$1K – 1713
2014
Q2 		$1K Hold
8
– – ﹤0.01% 1642
2014
Q1 		$1K Hold
8
– – ﹤0.01% 1624
2013
Q4 		$1K Hold
8
– – ﹤0.01% 1555
2013
Q3 		$1K Hold
8
– – ﹤0.01% 1545
2013
Q2 		$1K Buy
+8
New +$1.47K ﹤0.01% 1353

Other funds holding IPI

HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

New England Securities's IPI Position: Q3 2014 in Review

New England Securities sold out of Intrepid Potash (IPI) in Q3 2014, closing a stake of 8 shares — an estimated $1K sold.

New England Securities first reported a position in IPI in Q2 2013 and held it in 5 quarters. The position peaked at $1K in Q2 2014. 158 funds tracked by Wall St. Rank hold IPI as of Q3 2014.

  • New England Securities reported no remaining Intrepid Potash position as of Q3 2014 after selling out during the quarter.
  • New England Securities sold 8 Intrepid Potash shares in Q3 2014, an estimated $1K.
  • New England Securities first reported a position in Intrepid Potash in Q2 2013 and held it in 5 quarters.
  • New England Securities's Intrepid Potash position peaked at $1K in Q2 2014.
  • 158 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2014.

Based on New England Securities's 13F filing for Q3 2014, filed 5 Nov 2014.