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WHV Investments’s Intrepid Potash IPI Stock Holding History

WHV 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
-23,526
Closed -$3.63M – 146
2014
Q3 		$3.63M Sell
23,526
-1,726
-7% -$266K 0.05% 91
2014
Q2 		$4.23M Sell
25,252
-6,188
-20% -$995K 0.05% 88
2014
Q1 		$4.86M Sell
31,440
-50,425
-62% -$7.71M 0.06% 88
2013
Q4 		$13M Sell
81,865
-5,970
-7% -$927K 0.14% 108
2013
Q3 		$13.8M Sell
87,835
-1,176
-1% -$180K 0.14% 100
2013
Q2 		$17M Buy
+89,011
New +$16.3M 0.17% 76

Other funds holding IPI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
AR
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $462B AUM 39.16% 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

WHV Investments's IPI Position: Q4 2014 in Review

WHV Investments sold out of Intrepid Potash (IPI) in Q4 2014, closing a stake of 23,526 shares — an estimated $3.63M sold.

WHV Investments first reported a position in IPI in Q2 2013 and held it in 6 quarters. The position peaked at $17M in Q2 2013. 161 funds tracked by Wall St. Rank hold IPI as of Q4 2014.

  • WHV Investments reported no remaining Intrepid Potash position as of Q4 2014 after selling out during the quarter.
  • WHV Investments sold 23,526 Intrepid Potash shares in Q4 2014, an estimated $3.63M.
  • WHV Investments first reported a position in Intrepid Potash in Q2 2013 and held it in 6 quarters.
  • WHV Investments's Intrepid Potash position peaked at $17M in Q2 2013.
  • 161 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2014.

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