BWM
POT

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

Baystate 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
Q4 		– Sell
-540
Closed -$10K – 693
2017
Q3 		$10K Hold
540
– – ﹤0.01% 354
2017
Q2 		$10K Buy
540
+40
+8% +$662 ﹤0.01% 347
2017
Q1 		$8K Hold
500
– – ﹤0.01% 357
2016
Q4 		$9K Buy
+500
New +$8.66K ﹤0.01% 319

Other funds holding POT

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Baystate Wealth Management's POT Position: Q4 2017 in Review

Baystate Wealth Management sold out of Potash Corp Of Saskatchewan (POT) in Q4 2017, closing a stake of 540 shares — an estimated $10K sold.

Baystate Wealth Management first reported a position in POT in Q4 2016 and held it in 4 quarters. The position peaked at $10K in Q3 2017. 432 funds tracked by Wall St. Rank hold POT as of Q4 2017.

  • Baystate Wealth Management reported no remaining Potash Corp Of Saskatchewan position as of Q4 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 540 Potash Corp Of Saskatchewan shares in Q4 2017, an estimated $10K.
  • Baystate Wealth Management first reported a position in Potash Corp Of Saskatchewan in Q4 2016 and held it in 4 quarters.
  • Baystate Wealth Management's Potash Corp Of Saskatchewan position peaked at $10K in Q3 2017.
  • 432 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q4 2017.

Based on Baystate Wealth Management's 13F filing for Q4 2017, filed 23 Jan 2018.