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Wasatch Advisors’s Intrepid Potash IPI Stock Holding History

Wasatch 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
2016
Q1 		– Sell
-85,805
Closed -$2.53M – 370
2015
Q4 		$2.53M Buy
85,805
+24,449
+40% +$1.03M 0.03% 256
2015
Q3 		$3.4M Buy
61,356
+5,858
+11% +$487K 0.05% 251
2015
Q2 		$6.63M Sell
55,498
-751
-1% -$89K 0.07% 224
2015
Q1 		$6.5M Sell
56,249
-106
-0.2% -$14K 0.07% 211
2014
Q4 		$7.82M Buy
56,355
+14,810
+36% +$2.05M 0.08% 203
2014
Q3 		$6.42M Buy
41,545
+35,263
+561% +$5.43M 0.07% 222
2014
Q2 		$1.05M Buy
+6,282
New +$1.01M 0.01% 363

Other funds holding IPI

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
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Wasatch Advisors's IPI Position: Q1 2016 in Review

Wasatch Advisors sold out of Intrepid Potash (IPI) in Q1 2016, closing a stake of 85,805 shares — an estimated $2.53M sold.

Wasatch Advisors first reported a position in IPI in Q2 2014 and held it in 7 quarters. The position peaked at $7.82M in Q4 2014. 132 funds tracked by Wall St. Rank hold IPI as of Q1 2016.

  • Wasatch Advisors reported no remaining Intrepid Potash position as of Q1 2016 after selling out during the quarter.
  • Wasatch Advisors sold 85,805 Intrepid Potash shares in Q1 2016, an estimated $2.53M.
  • Wasatch Advisors first reported a position in Intrepid Potash in Q2 2014 and held it in 7 quarters.
  • Wasatch Advisors's Intrepid Potash position peaked at $7.82M in Q4 2014.
  • 132 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2016.

Based on Wasatch Advisors's 13F filing for Q1 2016, filed 16 May 2016.