SHJ
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Sharkey, Howes & Javer’s Intrepid Potash IPI Stock Holding History

Sharkey, Howes & Javer’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
2015
Q2 		– Sell
-20
Closed -$2K – 216
2015
Q1 		$2K Buy
+20
New +$2.63K ﹤0.01% 204

Other funds holding IPI

SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 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
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

Sharkey, Howes & Javer's IPI Position: Q2 2015 in Review

Sharkey, Howes & Javer sold out of Intrepid Potash (IPI) in Q2 2015, closing a stake of 20 shares — an estimated $2K sold.

Sharkey, Howes & Javer first reported a position in IPI in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 161 funds tracked by Wall St. Rank hold IPI as of Q2 2015.

  • Sharkey, Howes & Javer reported no remaining Intrepid Potash position as of Q2 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 20 Intrepid Potash shares in Q2 2015, an estimated $2K.
  • Sharkey, Howes & Javer first reported a position in Intrepid Potash in Q1 2015 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Intrepid Potash position peaked at $2K in Q1 2015.
  • 161 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2015, filed 5 Aug 2015.