Koch Industries’s Intrepid Potash IPI Stock Holding History

Koch Industries’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	-131,000	Closed	-$2.73M	–	279
2016 Q4	$2.73M	Hold	131,000	–	–	6.22%	3
2016 Q3	$1.48M	Hold	131,000	–	–	3.82%	3
2016 Q2	$1.89M	Sell	131,000 -11,500	-8%	-$145K	8.46%	3
2016 Q1	$1.58M	Hold	142,500	–	–	31.43%	2
2015 Q4	$4.2M	Sell	142,500 -57,500	-29%	-$2.42M	60.73%	1
2015 Q3	$11.1M	Hold	200,000	–	–	82.41%	1
2015 Q2	$23.9M	Hold	200,000	–	–	11.24%	2
2015 Q1	$23.1M	Hold	200,000	–	–	11.16%	3
2014 Q4	$27.8M	Hold	200,000	–	–	13.81%	2
2014 Q3	$30.9M	Sell	200,000 -265,000	-57%	-$40.8M	13.26%	4
2014 Q2	$77.9M	Sell	465,000 -55,000	-11%	-$8.84M	31.8%	2
2014 Q1	$80.4M	Hold	520,000	–	–	34.29%	1
2013 Q4	$82.4M	Hold	520,000	–	–	40.36%	1
2013 Q3	$81.5M	Buy	520,000 +382,000	+277%	+$58.5M	58.44%	1
2013 Q2	$26.3M	Buy	+138,000	New	+$25.3M	21.61%	2

Other funds holding IPI

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

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

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

Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Koch Industries's IPI Position: Q1 2017 in Review

Koch Industries sold out of Intrepid Potash (IPI) in Q1 2017, closing a stake of 131,000 shares — an estimated $2.73M sold.

Koch Industries first reported a position in IPI in Q2 2013 and held it in 15 quarters. The position peaked at $82.4M in Q4 2013. 98 funds tracked by Wall St. Rank hold IPI as of Q1 2017.

Koch Industries reported no remaining Intrepid Potash position as of Q1 2017 after selling out during the quarter.
Koch Industries sold 131,000 Intrepid Potash shares in Q1 2017, an estimated $2.73M.
Koch Industries first reported a position in Intrepid Potash in Q2 2013 and held it in 15 quarters.
Koch Industries's Intrepid Potash position peaked at $82.4M in Q4 2013.
98 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2017.

Based on Koch Industries's 13F filing for Q1 2017, filed 12 May 2017.