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Next Financial Group’s Intrepid Potash IPI Stock Holding History

Next Financial Group’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
Q4 		– Sell
-48
Closed -$7K – 2116
2014
Q3 		$7K Buy
+48
New +$7.4K ﹤0.01% 1930

Other funds holding IPI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Next Financial Group's IPI Position: Q4 2014 in Review

Next Financial Group sold out of Intrepid Potash (IPI) in Q4 2014, closing a stake of 48 shares — an estimated $7K sold.

Next Financial Group first reported a position in IPI in Q3 2014 and held it in 1 quarter. The position peaked at $7K in Q3 2014. 161 funds tracked by Wall St. Rank hold IPI as of Q4 2014.

  • Next Financial Group reported no remaining Intrepid Potash position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 48 Intrepid Potash shares in Q4 2014, an estimated $7K.
  • Next Financial Group first reported a position in Intrepid Potash in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's Intrepid Potash position peaked at $7K in Q3 2014.
  • 161 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.