WFI
IPI icon

West Family Investments’s Intrepid Potash IPI Stock Holding History

West Family Investments’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
-910
Closed -$141K – 114
2014
Q3 		$141K Hold
910
– – 0.03% 95
2014
Q2 		$153K Hold
910
– – 0.03% 93
2014
Q1 		$141K Hold
910
– – 0.03% 92
2013
Q4 		$144K Hold
910
– – 0.03% 93
2013
Q3 		$143K Hold
910
– – 0.04% 86
2013
Q2 		$173K Buy
+910
New +$167K 0.05% 92

Other funds holding IPI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KI
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

West Family Investments's IPI Position: Q4 2014 in Review

West Family Investments sold out of Intrepid Potash (IPI) in Q4 2014, closing a stake of 910 shares — an estimated $141K sold.

West Family Investments first reported a position in IPI in Q2 2013 and held it in 6 quarters. The position peaked at $173K in Q2 2013. 161 funds tracked by Wall St. Rank hold IPI as of Q4 2014.

  • West Family Investments reported no remaining Intrepid Potash position as of Q4 2014 after selling out during the quarter.
  • West Family Investments sold 910 Intrepid Potash shares in Q4 2014, an estimated $141K.
  • West Family Investments first reported a position in Intrepid Potash in Q2 2013 and held it in 6 quarters.
  • West Family Investments's Intrepid Potash position peaked at $173K in Q2 2013.
  • 161 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2014.

Based on West Family Investments's 13F filing for Q4 2014, filed 13 Feb 2015.