Beacon Financial Group’s Potash Corp Of Saskatchewan POT Stock Holding History

Beacon Financial Group’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 Q3	–	Sell	-10,511	Closed	-$325K	–	182
2015 Q2	$325K	Buy	10,511 +1,196	+13%	+$38.3K	0.07%	141
2015 Q1	$302K	Buy	9,315 +499	+6%	+$17.6K	0.07%	145
2014 Q4	$315K	Buy	8,816 +131	+2%	+$4.46K	0.07%	136
2014 Q3	$303K	Sell	8,685 -475	-5%	-$16.8K	0.07%	151
2014 Q2	$348K	Buy	9,160 +903	+11%	+$32.6K	0.08%	133
2014 Q1	$294K	Buy	8,257 +160	+2%	+$5.38K	0.06%	150
2013 Q4	$266K	Buy	8,097 +261	+3%	+$8.32K	0.05%	163
2013 Q3	$248K	Buy	+7,836	New	+$260K	0.05%	162

Other funds holding POT

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

GTP

Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Beacon Financial Group's POT Position: Q3 2015 in Review

Beacon Financial Group sold out of Potash Corp Of Saskatchewan (POT) in Q3 2015, closing a stake of 10,511 shares — an estimated $325K sold.

Beacon Financial Group first reported a position in POT in Q3 2013 and held it in 8 quarters. The position peaked at $348K in Q2 2014. 515 funds tracked by Wall St. Rank hold POT as of Q3 2015.

Beacon Financial Group reported no remaining Potash Corp Of Saskatchewan position as of Q3 2015 after selling out during the quarter.
Beacon Financial Group sold 10,511 Potash Corp Of Saskatchewan shares in Q3 2015, an estimated $325K.
Beacon Financial Group first reported a position in Potash Corp Of Saskatchewan in Q3 2013 and held it in 8 quarters.
Beacon Financial Group's Potash Corp Of Saskatchewan position peaked at $348K in Q2 2014.
515 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q3 2015.

Based on Beacon Financial Group's 13F filing for Q3 2015, filed 2 Oct 2015.