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D.L. Carlson Investment Group’s Intrepid Potash IPI Stock Holding History

D.L. Carlson Investment Group’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
2017
Q1 		– Sell
-2,000
Closed -$42K – 132
2016
Q4 		$42K Hold
2,000
– – 0.01% 132
2016
Q3 		$23K Sell
2,000
-1,500
-43% -$19.6K 0.01% 129
2016
Q2 		$50K Buy
+3,500
New +$44.2K 0.02% 128

Other funds holding IPI

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BCM
Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

D.L. Carlson Investment Group's IPI Position: Q1 2017 in Review

D.L. Carlson Investment Group sold out of Intrepid Potash (IPI) in Q1 2017, closing a stake of 2,000 shares — an estimated $42K sold.

D.L. Carlson Investment Group first reported a position in IPI in Q2 2016 and held it in 3 quarters. The position peaked at $50K in Q2 2016. 98 funds tracked by Wall St. Rank hold IPI as of Q1 2017.

  • D.L. Carlson Investment Group reported no remaining Intrepid Potash position as of Q1 2017 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 2,000 Intrepid Potash shares in Q1 2017, an estimated $42K.
  • D.L. Carlson Investment Group first reported a position in Intrepid Potash in Q2 2016 and held it in 3 quarters.
  • D.L. Carlson Investment Group's Intrepid Potash position peaked at $50K in Q2 2016.
  • 98 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2017.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2017, filed 15 May 2017.