CCWA
POT

CLA (CliftonLarsonAllen) Wealth Advisors’s Potash Corp Of Saskatchewan POT Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
-8,000
Closed -$248K – 169
2015
Q2 		$248K Buy
+8,000
New +$256K 0.05% 142

Other funds holding POT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
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
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's POT Position: Q3 2015 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Potash Corp Of Saskatchewan (POT) in Q3 2015, closing a stake of 8,000 shares — an estimated $248K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in POT in Q2 2015 and held it in 1 quarter. The position peaked at $248K in Q2 2015. 515 funds tracked by Wall St. Rank hold POT as of Q3 2015.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Potash Corp Of Saskatchewan position as of Q3 2015 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 8,000 Potash Corp Of Saskatchewan shares in Q3 2015, an estimated $248K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Potash Corp Of Saskatchewan in Q2 2015 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Potash Corp Of Saskatchewan position peaked at $248K in Q2 2015.
  • 515 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q3 2015.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.