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Wedbush Securities’s Intrepid Potash IPI Stock Holding History

Wedbush Securities’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
Q4 		– Sell
-3,113
Closed -$35K – 853
2016
Q3 		$35K Buy
3,113
+1,650
+113% +$21.6K 0.01% 805
2016
Q2 		$21K Sell
1,463
-750
-34% -$9.47K ﹤0.01% 761
2016
Q1 		$25K Buy
2,213
+1,050
+90% +$19K ﹤0.01% 721
2015
Q4 		$34K Buy
+1,163
New +$49K 0.01% 694

Other funds holding IPI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wedbush Securities's IPI Position: Q4 2016 in Review

Wedbush Securities sold out of Intrepid Potash (IPI) in Q4 2016, closing a stake of 3,113 shares — an estimated $35K sold.

Wedbush Securities first reported a position in IPI in Q4 2015 and held it in 4 quarters. The position peaked at $35K in Q3 2016. 88 funds tracked by Wall St. Rank hold IPI as of Q4 2016.

  • Wedbush Securities reported no remaining Intrepid Potash position as of Q4 2016 after selling out during the quarter.
  • Wedbush Securities sold 3,113 Intrepid Potash shares in Q4 2016, an estimated $35K.
  • Wedbush Securities first reported a position in Intrepid Potash in Q4 2015 and held it in 4 quarters.
  • Wedbush Securities's Intrepid Potash position peaked at $35K in Q3 2016.
  • 88 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2016.

Based on Wedbush Securities's 13F filing for Q4 2016, filed 25 Jan 2017.