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Luminus Management’s Intrepid Potash IPI Stock Holding History

Luminus Management’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
2013
Q3 		– Sell
-7,451
Closed -$1.42M – 142
2013
Q2 		$1.42M Buy
+7,451
New +$1.37M 0.12% 85

Other funds holding IPI

SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Luminus Management's IPI Position: Q3 2013 in Review

Luminus Management sold out of Intrepid Potash (IPI) in Q3 2013, closing a stake of 7,451 shares — an estimated $1.42M sold.

Luminus Management first reported a position in IPI in Q2 2013 and held it in 1 quarter. The position peaked at $1.42M in Q2 2013. 160 funds tracked by Wall St. Rank hold IPI as of Q3 2013.

  • Luminus Management reported no remaining Intrepid Potash position as of Q3 2013 after selling out during the quarter.
  • Luminus Management sold 7,451 Intrepid Potash shares in Q3 2013, an estimated $1.42M.
  • Luminus Management first reported a position in Intrepid Potash in Q2 2013 and held it in 1 quarter.
  • Luminus Management's Intrepid Potash position peaked at $1.42M in Q2 2013.
  • 160 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2013.

Based on Luminus Management's 13F filing for Q3 2013, filed 14 Nov 2013.