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UBS’s Intrepid Potash IPI Stock Holding History

UBS’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
Q1 		– Sell
-410
Closed -$65K – 10595
2013
Q4 		$65K Sell
410
-430
-51% -$66.8K ﹤0.01% 6617
2013
Q3 		$132K Buy
840
+130
+18% +$19.9K ﹤0.01% 5692
2013
Q2 		$135K Buy
+710
New +$130K ﹤0.01% 5530

Other funds holding IPI

HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

UBS's IPI Position: Q3 2014 in Review

UBS increased its Intrepid Potash (IPI) stake by 150% in Q3 2014, buying an estimated $33.4K and bringing the position to 362 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #6685.

UBS first reported a position in IPI in Q2 2013 and has held it in 6 quarters since. The position peaked at $255K in Q2 2013. 157 funds tracked by Wall St. Rank hold IPI as of Q3 2014.

  • UBS held 362 shares of Intrepid Potash worth $56K as of Q3 2014.
  • UBS bought 217 Intrepid Potash shares in Q3 2014, an estimated $33.4K.
  • Intrepid Potash made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6685 holding.
  • UBS first reported a position in Intrepid Potash in Q2 2013 and has held it in 6 quarters since.
  • UBS's Intrepid Potash position peaked at $255K in Q2 2013.
  • 157 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.