Bourgeon Capital Management’s Potash Corp Of Saskatchewan POT Stock Holding History

Bourgeon Capital 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
2016 Q2	–	Sell	-26,000	Closed	-$443K	–	102
2016 Q1	$443K	Buy	+26,000	New	+$437K	0.3%	61
2015 Q4	–	Sell	-17,700	Closed	-$364K	–	100
2015 Q3	$364K	Sell	17,700 -25,350	-59%	-$665K	0.25%	71
2015 Q2	$1.33M	Buy	43,050 +6,000	+16%	+$192K	0.81%	48
2015 Q1	$1.2M	Sell	37,050 -13,200	-26%	-$464K	0.73%	48
2014 Q4	$1.77M	Buy	50,250 +21,800	+77%	+$742K	1.08%	38
2014 Q3	$983K	Buy	28,450 +4,600	+19%	+$163K	0.57%	55
2014 Q2	$905K	Sell	23,850 -3,000	-11%	-$108K	0.49%	56
2014 Q1	$973K	Sell	26,850 -1,700	-6%	-$57.2K	0.61%	54
2013 Q4	$941K	Buy	28,550 +7,350	+35%	+$234K	0.61%	53
2013 Q3	$663K	Buy	21,200 +11,200	+112%	+$371K	0.45%	58
2013 Q2	$381K	Buy	+10,000	New	+$409K	0.27%	74

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

JFL

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

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

Bourgeon Capital Management's POT Position: Q2 2016 in Review

Bourgeon Capital Management sold out of Potash Corp Of Saskatchewan (POT) in Q2 2016, closing a stake of 26,000 shares — an estimated $443K sold.

Bourgeon Capital Management first reported a position in POT in Q2 2013 and held it in 11 quarters. The position peaked at $1.77M in Q4 2014. 499 funds tracked by Wall St. Rank hold POT as of Q2 2016.

Bourgeon Capital Management reported no remaining Potash Corp Of Saskatchewan position as of Q2 2016 after selling out during the quarter.
Bourgeon Capital Management sold 26,000 Potash Corp Of Saskatchewan shares in Q2 2016, an estimated $443K.
Bourgeon Capital Management first reported a position in Potash Corp Of Saskatchewan in Q2 2013 and held it in 11 quarters.
Bourgeon Capital Management's Potash Corp Of Saskatchewan position peaked at $1.77M in Q4 2014.
499 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q2 2016.

Based on Bourgeon Capital Management's 13F filing for Q2 2016, filed 2 Aug 2016.