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Symons Capital Management’s Intrepid Potash IPI Stock Holding History

Symons Capital 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
2015
Q2 		– Sell
-1,319
Closed -$152K – 71
2015
Q1 		$152K Sell
1,319
-161
-11% -$21.2K 0.03% 73
2014
Q4 		$205K Sell
1,480
-257
-15% -$35.6K 0.05% 69
2014
Q3 		$268K Sell
1,737
-251
-13% -$38.7K 0.06% 69
2014
Q2 		$333K Sell
1,988
-453
-19% -$72.8K 0.07% 59
2014
Q1 		$377K Sell
2,441
-68
-3% -$10.4K 0.09% 54
2013
Q4 		$397K Sell
2,509
-68
-3% -$10.6K 0.09% 59
2013
Q3 		$404K Buy
+2,577
New +$395K 0.11% 48

Other funds holding IPI

SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

Symons Capital Management's IPI Position: Q2 2015 in Review

Symons Capital Management sold out of Intrepid Potash (IPI) in Q2 2015, closing a stake of 1,319 shares — an estimated $152K sold.

Symons Capital Management first reported a position in IPI in Q3 2013 and held it in 7 quarters. The position peaked at $404K in Q3 2013. 161 funds tracked by Wall St. Rank hold IPI as of Q2 2015.

  • Symons Capital Management reported no remaining Intrepid Potash position as of Q2 2015 after selling out during the quarter.
  • Symons Capital Management sold 1,319 Intrepid Potash shares in Q2 2015, an estimated $152K.
  • Symons Capital Management first reported a position in Intrepid Potash in Q3 2013 and held it in 7 quarters.
  • Symons Capital Management's Intrepid Potash position peaked at $404K in Q3 2013.
  • 161 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2015.

Based on Symons Capital Management's 13F filing for Q2 2015, filed 10 Aug 2015.