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

Bernicke 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	-16,337	Closed	-$279K	–	61
2017 Q1	$279K	Sell	16,337 -15,525	-49%	-$281K	0.23%	39
2016 Q4	$576K	Sell	31,862 -132	-0.4%	-$2.29K	0.5%	32
2016 Q3	$522K	Buy	31,994 +203	+0.6%	+$3.35K	0.45%	34
2016 Q2	$516K	Buy	31,791 +738	+2%	+$12.4K	0.47%	34
2016 Q1	$529K	Buy	31,053 +3,499	+13%	+$58.9K	0.49%	34
2015 Q4	$472K	Buy	27,554 +1,046	+4%	+$20.8K	0.46%	35
2015 Q3	$545K	Sell	26,508 -35	-0.1%	-$918	0.56%	34
2015 Q2	$822K	Buy	26,543 +5,059	+24%	+$162K	0.78%	28
2015 Q1	$693K	Buy	+21,484	New	+$756K	0.74%	33

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

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

Bernicke Wealth Management sold out of Potash Corp Of Saskatchewan (POT) in Q2 2017, closing a stake of 16,337 shares — an estimated $279K sold.

Bernicke Wealth Management first reported a position in POT in Q1 2015 and held it in 9 quarters. The position peaked at $822K in Q2 2015. 443 funds tracked by Wall St. Rank hold POT as of Q2 2017.

Bernicke Wealth Management reported no remaining Potash Corp Of Saskatchewan position as of Q2 2017 after selling out during the quarter.
Bernicke Wealth Management sold 16,337 Potash Corp Of Saskatchewan shares in Q2 2017, an estimated $279K.
Bernicke Wealth Management first reported a position in Potash Corp Of Saskatchewan in Q1 2015 and held it in 9 quarters.
Bernicke Wealth Management's Potash Corp Of Saskatchewan position peaked at $822K in Q2 2015.
443 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q2 2017.

Based on Bernicke Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.