PIA
IPI icon

Phoenix Investment Adviser’s Intrepid Potash IPI Stock Holding History

Phoenix Investment Adviser’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
-3,400
Closed -$570K – 50
2014
Q2 		$570K Sell
3,400
-4,250
-56% -$683K 0.38% 36
2014
Q1 		$1.18M Buy
7,650
+3,900
+104% +$596K 1% 22
2013
Q4 		$594K Buy
+3,750
New +$582K 0.5% 27

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

Phoenix Investment Adviser's IPI Position: Q3 2014 in Review

Phoenix Investment Adviser sold out of Intrepid Potash (IPI) in Q3 2014, closing a stake of 3,400 shares — an estimated $570K sold.

Phoenix Investment Adviser first reported a position in IPI in Q4 2013 and held it in 3 quarters. The position peaked at $1.18M in Q1 2014. 158 funds tracked by Wall St. Rank hold IPI as of Q3 2014.

  • Phoenix Investment Adviser reported no remaining Intrepid Potash position as of Q3 2014 after selling out during the quarter.
  • Phoenix Investment Adviser sold 3,400 Intrepid Potash shares in Q3 2014, an estimated $570K.
  • Phoenix Investment Adviser first reported a position in Intrepid Potash in Q4 2013 and held it in 3 quarters.
  • Phoenix Investment Adviser's Intrepid Potash position peaked at $1.18M in Q1 2014.
  • 158 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2014.

Based on Phoenix Investment Adviser's 13F filing for Q3 2014, filed 6 Nov 2014.