1GA
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1st Global Advisors’s Intrepid Potash IPI Stock Holding History

1st Global Advisors’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
2015
Q4 		– Sell
-3,101
Closed -$172K – 463
2015
Q3 		$172K Sell
3,101
-393
-11% -$32.7K 0.03% 425
2015
Q2 		$417 Sell
3,494
-281
-7% -$33.3K 0.06% 246
2015
Q1 		$436K Buy
3,775
+466
+14% +$61.4K 0.06% 235
2014
Q4 		$459K Sell
3,309
-675
-17% -$93.5K 0.07% 220
2014
Q3 		$615K Buy
3,984
+1,233
+45% +$190K 0.1% 166
2014
Q2 		$461K Sell
2,751
-11
-0.4% -$1.77K 0.07% 219
2014
Q1 		$427K Buy
2,762
+467
+20% +$71.4K 0.08% 211
2013
Q4 		$363K Sell
2,295
-316
-12% -$49.1K 0.07% 220
2013
Q3 		$409K Buy
2,611
+459
+21% +$70.3K 0.08% 186
2013
Q2 		$410K Buy
+2,152
New +$395K 0.09% 154

Other funds holding IPI

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
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return