AllSquare Wealth Management’s Potash Corp Of Saskatchewan POT Stock Holding History

AllSquare Wealth Management’s Portfolio POT Stock Details POT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-200	Closed	-$3K	–	381
2017 Q1	$3K	Hold	200	–	–	﹤0.01%	323
2016 Q4	$4K	Hold	200	–	–	﹤0.01%	289
2016 Q3	$3K	Hold	200	–	–	﹤0.01%	282
2016 Q2	$3K	Hold	200	–	–	﹤0.01%	267
2016 Q1	$3K	Hold	200	–	–	﹤0.01%	269
2015 Q4	$3K	Hold	200	–	–	﹤0.01%	271
2015 Q3	$4K	Buy	200 +100	+100%	+$2.62K	﹤0.01%	271
2015 Q2	$3K	Hold	100	–	–	﹤0.01%	300
2015 Q1	$3K	Hold	100	–	–	﹤0.01%	295
2014 Q4	$4K	Buy	+100	New	+$3.4K	﹤0.01%	285

Other funds holding POT

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

AllSquare Wealth Management's POT Position: Q2 2017 in Review

AllSquare Wealth Management sold out of Potash Corp Of Saskatchewan (POT) in Q2 2017, closing a stake of 200 shares — an estimated $3K sold.

AllSquare Wealth Management first reported a position in POT in Q4 2014 and held it in 10 quarters. The position peaked at $4K in Q4 2016. 443 funds tracked by Wall St. Rank hold POT as of Q2 2017.

AllSquare Wealth Management reported no remaining Potash Corp Of Saskatchewan position as of Q2 2017 after selling out during the quarter.
AllSquare Wealth Management sold 200 Potash Corp Of Saskatchewan shares in Q2 2017, an estimated $3K.
AllSquare Wealth Management first reported a position in Potash Corp Of Saskatchewan in Q4 2014 and held it in 10 quarters.
AllSquare Wealth Management's Potash Corp Of Saskatchewan position peaked at $4K in Q4 2016.
443 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q2 2017.

Based on AllSquare Wealth Management's 13F filing for Q2 2017, filed 8 Aug 2017.