Bolton LP’s Intrepid Potash IPI Stock Holding History

Bolton LP’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 Q1	–	Sell	-34	Closed	-$176K	–	211
2013 Q4	$176K	Sell	34 -47	-58%	-$7.3K	0.03%	158
2013 Q3	$548K	Buy	+81	New	+$12.4K	0.15%	91

Other funds holding IPI

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Bolton LP's IPI Position: Q1 2014 in Review

Bolton LP sold out of Intrepid Potash (IPI) in Q1 2014, closing a stake of 3,360 shares — an estimated $532K sold.

Bolton LP first reported a position in IPI in Q3 2013 and held it in 2 quarters. The position peaked at $632K in Q3 2013. 156 funds tracked by Wall St. Rank hold IPI as of Q1 2014.

Bolton LP reported no remaining Intrepid Potash position as of Q1 2014 after selling out during the quarter.
Bolton LP sold 3,360 Intrepid Potash shares in Q1 2014, an estimated $532K.
Bolton LP first reported a position in Intrepid Potash in Q3 2013 and held it in 2 quarters.
Bolton LP's Intrepid Potash position peaked at $632K in Q3 2013.
156 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2014.

Based on Bolton LP's 13F filing for Q1 2014, filed 15 May 2014.