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Alta Capital Management’s Intrepid Potash IPI Stock Holding History

Alta Capital Management’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
Q2 		– Sell
-1,158
Closed -$133K – 130
2015
Q1 		$133K Sell
1,158
-191
-14% -$25.2K 0.01% 88
2014
Q4 		$187K Sell
1,349
-23
-2% -$3.19K 0.02% 95
2014
Q3 		$211K Buy
1,372
+198
+17% +$30.5K 0.02% 91
2014
Q2 		$196K Buy
1,174
+45
+4% +$7.23K 0.02% 98
2014
Q1 		$174K Buy
1,129
+101
+10% +$15.4K 0.02% 98
2013
Q4 		$162K Buy
+1,028
New +$160K 0.02% 92

Other funds holding IPI

SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 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
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

Alta Capital Management's IPI Position: Q2 2015 in Review

Alta Capital Management sold out of Intrepid Potash (IPI) in Q2 2015, closing a stake of 1,158 shares — an estimated $133K sold.

Alta Capital Management first reported a position in IPI in Q4 2013 and held it in 6 quarters. The position peaked at $211K in Q3 2014. 161 funds tracked by Wall St. Rank hold IPI as of Q2 2015.

  • Alta Capital Management reported no remaining Intrepid Potash position as of Q2 2015 after selling out during the quarter.
  • Alta Capital Management sold 1,158 Intrepid Potash shares in Q2 2015, an estimated $133K.
  • Alta Capital Management first reported a position in Intrepid Potash in Q4 2013 and held it in 6 quarters.
  • Alta Capital Management's Intrepid Potash position peaked at $211K in Q3 2014.
  • 161 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2015.

Based on Alta Capital Management's 13F filing for Q2 2015, filed 29 Jul 2015.