TrueWealth LLC’s Intrepid Potash IPI Stock Holding History

TrueWealth LLC’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	-25	Closed	-$1K	–	848
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	753
2017 Q4	$1K	Buy	+25	New	+$975	﹤0.01%	858

Other funds holding IPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TrueWealth LLC's IPI Position: Q2 2018 in Review

TrueWealth LLC sold out of Intrepid Potash (IPI) in Q2 2018, closing a stake of 25 shares — an estimated $1K sold.

TrueWealth LLC 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.

TrueWealth LLC reported no remaining Intrepid Potash position as of Q2 2018 after selling out during the quarter.
TrueWealth LLC sold 25 Intrepid Potash shares in Q2 2018, an estimated $1K.
TrueWealth LLC first reported a position in Intrepid Potash in Q4 2017 and held it in 2 quarters.
TrueWealth LLC'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 TrueWealth LLC's 13F filing for Q2 2018, filed 13 Jul 2018.