Capital Advisors Inc’s Potash Corp Of Saskatchewan POT Stock Holding History

Capital Advisors Inc’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	-323,418	Closed	-$5.5M	–	144
2016 Q1	$5.5M	Buy	323,418 +10,402	+3%	+$175K	0.9%	51
2015 Q4	$5.36M	Buy	313,016 +17,104	+6%	+$340K	0.94%	54
2015 Q3	$6.08M	Buy	295,912 +21,465	+8%	+$563K	1.1%	46
2015 Q2	$8.5M	Buy	274,447 +27,817	+11%	+$891K	1.46%	33
2015 Q1	$7.95M	Buy	246,630 +34,609	+16%	+$1.22M	0.98%	43
2014 Q4	$7.49M	Buy	212,021 +32,968	+18%	+$1.12M	1.39%	36
2014 Q3	$6.19M	Buy	179,053 +15,398	+9%	+$545K	1.27%	46
2014 Q2	$6.21M	Buy	+163,655	New	+$5.91M	1.2%	43
2014 Q1	–	Sell	-223,663	Closed	-$7.37M	–	125
2013 Q4	$7.37M	Sell	223,663 -7,860	-3%	-$251K	1.62%	19
2013 Q3	$7.24M	Buy	231,523 +129,780	+128%	+$4.3M	1.74%	17
2013 Q2	$3.88M	Buy	+101,743	New	+$4.16M	1.05%	47

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

Capital Advisors Inc's POT Position: Q2 2016 in Review

Capital Advisors Inc sold out of Potash Corp Of Saskatchewan (POT) in Q2 2016, closing a stake of 323,418 shares — an estimated $5.5M sold.

Capital Advisors Inc first reported a position in POT in Q2 2013 and held it in 11 quarters. The position peaked at $8.5M in Q2 2015. 499 funds tracked by Wall St. Rank hold POT as of Q2 2016.

Capital Advisors Inc reported no remaining Potash Corp Of Saskatchewan position as of Q2 2016 after selling out during the quarter.
Capital Advisors Inc sold 323,418 Potash Corp Of Saskatchewan shares in Q2 2016, an estimated $5.5M.
Capital Advisors Inc first reported a position in Potash Corp Of Saskatchewan in Q2 2013 and held it in 11 quarters.
Capital Advisors Inc's Potash Corp Of Saskatchewan position peaked at $8.5M in Q2 2015.
499 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q2 2016.

Based on Capital Advisors Inc's 13F filing for Q2 2016, filed 9 Aug 2016.