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Stratos Wealth Partners’s Intrepid Potash IPI Stock Holding History

Stratos Wealth Partners’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
2018
Q2 		– Sell
-20
Closed -$1K – 1761
2018
Q1 		$1K Hold
20
– – ﹤0.01% 2997
2017
Q4 		$1K Buy
+20
New +$780 ﹤0.01% 2719

Other funds holding IPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stratos Wealth Partners's IPI Position: Q2 2018 in Review

Stratos Wealth Partners sold out of Intrepid Potash (IPI) in Q2 2018, closing a stake of 20 shares — an estimated $1K sold.

Stratos Wealth Partners first reported a position in IPI in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 132 funds tracked by Wall St. Rank hold IPI as of Q2 2018.

  • Stratos Wealth Partners reported no remaining Intrepid Potash position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 20 Intrepid Potash shares in Q2 2018, an estimated $1K.
  • Stratos Wealth Partners first reported a position in Intrepid Potash in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's Intrepid Potash position peaked at $1K in Q1 2018.
  • 132 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.