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Waverly Advisors’s Intrepid Potash IPI Stock Holding History

Waverly 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
2015
Q1 		– Sell
-65
Closed -$9K – 384
2014
Q4 		$9K Sell
65
-32
-33% -$4.43K ﹤0.01% 326
2014
Q3 		$15K Buy
97
+65
+203% +$10K 0.01% 395
2014
Q2 		$5K Buy
32
+18
+129% +$2.89K ﹤0.01% 583
2014
Q1 		$2K Hold
14
– – ﹤0.01% 659
2013
Q4 		$2K Buy
+14
New +$2.17K ﹤0.01% 780

Other funds holding IPI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Waverly Advisors's IPI Position: Q1 2015 in Review

Waverly Advisors sold out of Intrepid Potash (IPI) in Q1 2015, closing a stake of 65 shares — an estimated $9K sold.

Waverly Advisors first reported a position in IPI in Q4 2013 and held it in 5 quarters. The position peaked at $15K in Q3 2014. 170 funds tracked by Wall St. Rank hold IPI as of Q1 2015.

  • Waverly Advisors reported no remaining Intrepid Potash position as of Q1 2015 after selling out during the quarter.
  • Waverly Advisors sold 65 Intrepid Potash shares in Q1 2015, an estimated $9K.
  • Waverly Advisors first reported a position in Intrepid Potash in Q4 2013 and held it in 5 quarters.
  • Waverly Advisors's Intrepid Potash position peaked at $15K in Q3 2014.
  • 170 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2015.

Based on Waverly Advisors's 13F filing for Q1 2015, filed 7 May 2015.