South Texas Money Management’s Intrepid Potash IPI Stock Holding History

South Texas Money 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
2016 Q1	–	Sell	-1,001	Closed	-$30K	–	220
2015 Q4	$30K	Buy	+1,001	New	+$42.2K	﹤0.01%	212
2015 Q3	–	Sell	-1,126	Closed	-$134K	–	221
2015 Q2	$134K	Sell	1,126 -148	-12%	-$17.5K	0.01%	217
2015 Q1	$147K	Buy	+1,274	New	+$168K	0.01%	214

Other funds holding IPI

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

South Texas Money Management's IPI Position: Q1 2016 in Review

South Texas Money Management sold out of Intrepid Potash (IPI) in Q1 2016, closing a stake of 1,001 shares — an estimated $30K sold.

South Texas Money Management first reported a position in IPI in Q1 2015 and held it in 3 quarters. The position peaked at $147K in Q1 2015. 132 funds tracked by Wall St. Rank hold IPI as of Q1 2016.

South Texas Money Management reported no remaining Intrepid Potash position as of Q1 2016 after selling out during the quarter.
South Texas Money Management sold 1,001 Intrepid Potash shares in Q1 2016, an estimated $30K.
South Texas Money Management first reported a position in Intrepid Potash in Q1 2015 and held it in 3 quarters.
South Texas Money Management's Intrepid Potash position peaked at $147K in Q1 2015.
132 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2016.

Based on South Texas Money Management's 13F filing for Q1 2016, filed 11 May 2016.