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

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Fidelity Investments

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

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bienville Capital Management New York $527M AUM 3.49% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return