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Summit Trail Advisors’s Intrepid Potash IPI Stock Holding History

Summit Trail Advisors’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
Q1 		– Sell
-7
Closed – – 1044
2017
Q4 		$0 Buy
+7
New +$273 ﹤0.01% 2033

Other funds holding IPI

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 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
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

Summit Trail Advisors's IPI Position: Q1 2018 in Review

Summit Trail Advisors sold out of Intrepid Potash (IPI) in Q1 2018, closing a stake of 7 shares.

Summit Trail Advisors first reported a position in IPI in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 118 funds tracked by Wall St. Rank hold IPI as of Q1 2018.

  • Summit Trail Advisors reported no remaining Intrepid Potash position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 7 Intrepid Potash shares in Q1 2018.
  • Summit Trail Advisors first reported a position in Intrepid Potash in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Intrepid Potash position peaked at $0 in Q4 2017.
  • 118 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.