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Wambolt & Associates’s Intrepid Potash IPI Stock Holding History

Wambolt & Associates’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
2019
Q1 		– Sell
-3,685
Closed -$96K – 155
2018
Q4 		$96K Buy
+3,685
New +$126K 0.11% 142

Other funds holding IPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $2.3T AUM 54.33% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wambolt & Associates's IPI Position: Q1 2019 in Review

Wambolt & Associates sold out of Intrepid Potash (IPI) in Q1 2019, closing a stake of 3,685 shares — an estimated $96K sold.

Wambolt & Associates first reported a position in IPI in Q4 2018 and held it in 1 quarter. The position peaked at $96K in Q4 2018. 138 funds tracked by Wall St. Rank hold IPI as of Q1 2019.

  • Wambolt & Associates reported no remaining Intrepid Potash position as of Q1 2019 after selling out during the quarter.
  • Wambolt & Associates sold 3,685 Intrepid Potash shares in Q1 2019, an estimated $96K.
  • Wambolt & Associates first reported a position in Intrepid Potash in Q4 2018 and held it in 1 quarter.
  • Wambolt & Associates's Intrepid Potash position peaked at $96K in Q4 2018.
  • 138 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2019.

Based on Wambolt & Associates's 13F filing for Q1 2019, filed 11 Apr 2019.