Truist Financial
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Truist Financial’s Intrepid Potash IPI Stock Holding History

Truist Financial’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
2014
Q4 		– Sell
-1,097
Closed -$169K – 799
2014
Q3 		$169K Sell
1,097
-104
-9% -$16K 0.01% 739
2014
Q2 		$202K Buy
1,201
+24
+2% +$3.86K 0.01% 758
2014
Q1 		$182K Buy
1,177
+152
+15% +$23.2K 0.01% 764
2013
Q4 		$162K Sell
1,025
-179
-15% -$27.8K 0.01% 759
2013
Q3 		$189K Buy
1,204
+103
+9% +$15.8K 0.01% 711
2013
Q2 		$210K Buy
+1,101
New +$202K 0.01% 683

Other funds holding IPI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Truist Financial's IPI Position: Q4 2014 in Review

Truist Financial sold out of Intrepid Potash (IPI) in Q4 2014, closing a stake of 1,097 shares — an estimated $169K sold.

Truist Financial first reported a position in IPI in Q2 2013 and held it in 6 quarters. The position peaked at $210K in Q2 2013. 161 funds tracked by Wall St. Rank hold IPI as of Q4 2014.

  • Truist Financial reported no remaining Intrepid Potash position as of Q4 2014 after selling out during the quarter.
  • Truist Financial sold 1,097 Intrepid Potash shares in Q4 2014, an estimated $169K.
  • Truist Financial first reported a position in Intrepid Potash in Q2 2013 and held it in 6 quarters.
  • Truist Financial's Intrepid Potash position peaked at $210K in Q2 2013.
  • 161 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2014.

Based on Truist Financial's 13F filing for Q4 2014, filed 26 Jan 2015.