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Bruce & Co’s Intrepid Potash IPI Stock Holding History

Bruce & Co’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
-15,000
Closed -$831K – 50
2015
Q3 		$831K Hold
15,000
– – 0.21% 47
2015
Q2 		$1.79M Hold
15,000
– – 0.46% 37
2015
Q1 		$1.73M Hold
15,000
– – 0.44% 36
2014
Q4 		$2.08M Hold
15,000
– – 0.58% 32
2014
Q3 		$2.21M Hold
15,000
– – 0.62% 31
2014
Q2 		$2.51M Hold
15,000
– – 0.58% 35
2014
Q1 		$2.32M Buy
+15,000
New +$2.29M 0.62% 34

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 $2.3T AUM 54.33% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 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 $120B AUM 27.84% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

Bruce & Co's IPI Position: Q4 2015 in Review

Bruce & Co sold out of Intrepid Potash (IPI) in Q4 2015, closing a stake of 15,000 shares — an estimated $831K sold.

Bruce & Co first reported a position in IPI in Q1 2014 and held it in 7 quarters. The position peaked at $2.51M in Q2 2014. 148 funds tracked by Wall St. Rank hold IPI as of Q4 2015.

  • Bruce & Co reported no remaining Intrepid Potash position as of Q4 2015 after selling out during the quarter.
  • Bruce & Co sold 15,000 Intrepid Potash shares in Q4 2015, an estimated $831K.
  • Bruce & Co first reported a position in Intrepid Potash in Q1 2014 and held it in 7 quarters.
  • Bruce & Co's Intrepid Potash position peaked at $2.51M in Q2 2014.
  • 148 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2015.

Based on Bruce & Co's 13F filing for Q4 2015, filed 12 Feb 2016.