Aspiriant Holdings S3’s Potash Corp Of Saskatchewan POT Stock Holding History

Aspiriant Holdings S3’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
2015 Q4	$594K	Buy	34,695 +12,887	+59%	+$256K	0.26%	87
2015 Q3	$448K	Sell	21,808 -5,790	-21%	-$152K	0.21%	88
2015 Q2	$855K	Sell	27,598 -1,630	-6%	-$52.2K	0.34%	77
2015 Q1	$943K	Buy	29,228 +3,504	+14%	+$123K	0.38%	70
2014 Q4	$909K	Buy	25,724 +1,260	+5%	+$42.9K	0.38%	69
2014 Q3	$845K	Buy	24,464 +2,830	+13%	+$100K	0.34%	71
2014 Q2	$821K	Sell	21,634 -111	-0.5%	-$4.01K	0.33%	75
2014 Q1	$788K	Buy	21,745 +720	+3%	+$24.2K	0.33%	76
2013 Q4	$693K	Sell	21,025 -1,540	-7%	-$49.1K	0.27%	78
2013 Q3	$706K	Buy	+22,565	New	+$748K	0.3%	76

Other funds holding POT

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

FMI

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

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

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

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

Aspiriant Holdings S3's POT Position: Q4 2015 in Review

Aspiriant Holdings S3 increased its Potash Corp Of Saskatchewan (POT) stake by 59% in Q4 2015, buying an estimated $256K and bringing the position to 34,695 shares worth $594K. The position accounts for 0.26% of the portfolio, ranked #87.

Aspiriant Holdings S3 first reported a position in POT in Q3 2013 and has held it in 10 quarters since. The position peaked at $943K in Q1 2015. 518 funds tracked by Wall St. Rank hold POT as of Q4 2015.

Aspiriant Holdings S3 held 34,695 shares of Potash Corp Of Saskatchewan worth $594K as of Q4 2015.
Aspiriant Holdings S3 bought 12,887 Potash Corp Of Saskatchewan shares in Q4 2015, an estimated $256K.
Potash Corp Of Saskatchewan made up 0.26% of Aspiriant Holdings S3's portfolio in Q4 2015, its #87 holding.
Aspiriant Holdings S3 first reported a position in Potash Corp Of Saskatchewan in Q3 2013 and has held it in 10 quarters since.
Aspiriant Holdings S3's Potash Corp Of Saskatchewan position peaked at $943K in Q1 2015.
518 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q4 2015.

Based on Aspiriant Holdings S3's 13F filing for Q4 2015, filed 13 Jan 2016.