Sumit Capital’s Intrepid Potash IPI Stock Holding History

Sumit Capital’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
2015 Q2	–	Sell	-1,017	Closed	-$117K	–	83
2015 Q1	$117K	Buy	+1,017	New	+$134K	1.52%	28

Other funds holding IPI

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

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

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Sumit Capital's IPI Position: Q2 2015 in Review

Sumit Capital sold out of Intrepid Potash (IPI) in Q2 2015, closing a stake of 1,017 shares — an estimated $117K sold.

Sumit Capital first reported a position in IPI in Q1 2015 and held it in 1 quarter. The position peaked at $117K in Q1 2015. 160 funds tracked by Wall St. Rank hold IPI as of Q2 2015.

Sumit Capital reported no remaining Intrepid Potash position as of Q2 2015 after selling out during the quarter.
Sumit Capital sold 1,017 Intrepid Potash shares in Q2 2015, an estimated $117K.
Sumit Capital first reported a position in Intrepid Potash in Q1 2015 and held it in 1 quarter.
Sumit Capital's Intrepid Potash position peaked at $117K in Q1 2015.
160 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2015.

Based on Sumit Capital's 13F filing for Q2 2015, filed 11 Aug 2015.