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Shepherd Kaplan Krochuk’s Intrepid Potash IPI Stock Holding History

Shepherd Kaplan Krochuk’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
Q1 		– Sell
-2,000
Closed -$278K – 427
2014
Q4 		$278K Sell
2,000
-1,000
-33% -$139K 0.04% 287
2014
Q3 		$464K Hold
3,000
– – 0.06% 221
2014
Q2 		$503K Buy
+3,000
New +$482K 0.05% 222

Other funds holding IPI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Shepherd Kaplan Krochuk's IPI Position: Q1 2015 in Review

Shepherd Kaplan Krochuk sold out of Intrepid Potash (IPI) in Q1 2015, closing a stake of 2,000 shares — an estimated $278K sold.

Shepherd Kaplan Krochuk first reported a position in IPI in Q2 2014 and held it in 3 quarters. The position peaked at $503K in Q2 2014. 170 funds tracked by Wall St. Rank hold IPI as of Q1 2015.

  • Shepherd Kaplan Krochuk reported no remaining Intrepid Potash position as of Q1 2015 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 2,000 Intrepid Potash shares in Q1 2015, an estimated $278K.
  • Shepherd Kaplan Krochuk first reported a position in Intrepid Potash in Q2 2014 and held it in 3 quarters.
  • Shepherd Kaplan Krochuk's Intrepid Potash position peaked at $503K in Q2 2014.
  • 170 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2015.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2015, filed 15 May 2015.