OMCS
IPI icon

Old Mutual Customised Solutions’s Intrepid Potash IPI Stock Holding History

Old Mutual Customised Solutions’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
Q3 		– Sell
-60
Closed -$11K – 1002
2013
Q2 		$11K Buy
+60
New +$11K ﹤0.01% 1546

Other funds holding IPI

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
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Old Mutual Customised Solutions's IPI Position: Q3 2013 in Review

Old Mutual Customised Solutions sold out of Intrepid Potash (IPI) in Q3 2013, closing a stake of 60 shares — an estimated $11K sold.

Old Mutual Customised Solutions first reported a position in IPI in Q2 2013 and held it in 1 quarter. The position peaked at $11K in Q2 2013. 160 funds tracked by Wall St. Rank hold IPI as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Intrepid Potash position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 60 Intrepid Potash shares in Q3 2013, an estimated $11K.
  • Old Mutual Customised Solutions first reported a position in Intrepid Potash in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Intrepid Potash position peaked at $11K in Q2 2013.
  • 160 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2013.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2013, filed 6 Nov 2013.