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Stifel Nicolaus & Co’s Intrepid Potash IPI Stock Holding History

Stifel Nicolaus & Co’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 		$18.9M Buy
120,672
+46,550
+63% +$7.13M 0.31% 89
2013
Q2 		$14.1M Buy
+74,122
New +$13.6M 0.26% 108

Other funds holding IPI

SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Stifel Nicolaus & Co's IPI Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Intrepid Potash (IPI) stake by 63% in Q3 2013, buying an estimated $7.13M and bringing the position to 120,672 shares worth $18.9M. The position accounts for 0.31% of the portfolio, ranked #89.

Stifel Nicolaus & Co first reported a position in IPI in Q2 2013 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold IPI as of Q3 2013.

  • Stifel Nicolaus & Co held 120,672 shares of Intrepid Potash worth $18.9M as of Q3 2013.
  • Stifel Nicolaus & Co bought 46,550 Intrepid Potash shares in Q3 2013, an estimated $7.13M.
  • Intrepid Potash made up 0.31% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #89 holding.
  • Stifel Nicolaus & Co first reported a position in Intrepid Potash in Q2 2013 and has held it in 2 quarters since.
  • 160 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.