Wealthfront’s Intrepid Potash IPI Stock Holding History

Wealthfront’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	-17	Closed	-$3K	–	825
2014 Q3	$3K	Buy	+17	New	+$2.62K	﹤0.01%	571

Other funds holding IPI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Wealthfront's IPI Position: Q4 2014 in Review

Wealthfront sold out of Intrepid Potash (IPI) in Q4 2014, closing a stake of 17 shares — an estimated $3K sold.

Wealthfront first reported a position in IPI in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 161 funds tracked by Wall St. Rank hold IPI as of Q4 2014.

Wealthfront reported no remaining Intrepid Potash position as of Q4 2014 after selling out during the quarter.
Wealthfront sold 17 Intrepid Potash shares in Q4 2014, an estimated $3K.
Wealthfront first reported a position in Intrepid Potash in Q3 2014 and held it in 1 quarter.
Wealthfront's Intrepid Potash position peaked at $3K in Q3 2014.
161 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.