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WealthTrust-Arizona’s Intrepid Potash IPI Stock Holding History

WealthTrust-Arizona’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
Q2 		– Sell
-12
Closed -$2K – 670
2014
Q1 		$2K Buy
12
+5
+71% +$764 ﹤0.01% 570
2013
Q4 		$1K Sell
7
-4
-36% -$621 ﹤0.01% 610
2013
Q3 		$2K Hold
11
– – ﹤0.01% 542
2013
Q2 		$2K Buy
+11
New +$2.02K ﹤0.01% 520

Other funds holding IPI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
MVM
McClain Value Management New Canaan, Connecticut $50.9M AUM 16.06% 1-Year Est. Return

WealthTrust-Arizona's IPI Position: Q2 2014 in Review

WealthTrust-Arizona sold out of Intrepid Potash (IPI) in Q2 2014, closing a stake of 12 shares — an estimated $2K sold.

WealthTrust-Arizona first reported a position in IPI in Q2 2013 and held it in 4 quarters. The position peaked at $2K in Q1 2014. 165 funds tracked by Wall St. Rank hold IPI as of Q2 2014.

  • WealthTrust-Arizona reported no remaining Intrepid Potash position as of Q2 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 12 Intrepid Potash shares in Q2 2014, an estimated $2K.
  • WealthTrust-Arizona first reported a position in Intrepid Potash in Q2 2013 and held it in 4 quarters.
  • WealthTrust-Arizona's Intrepid Potash position peaked at $2K in Q1 2014.
  • 165 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2014.

Based on WealthTrust-Arizona's 13F filing for Q2 2014, filed 22 Jul 2014.