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

Concert 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	-25,524	Closed	-$464K	–	488
2017 Q1	$464K	Sell	25,524 -190	-0.7%	-$3.44K	0.1%	266
2016 Q4	$467K	Sell	25,714 -13,914	-35%	-$241K	0.1%	267
2016 Q3	$648K	Sell	39,628 -8,319	-17%	-$137K	0.08%	320
2016 Q2	$777K	Sell	47,947 -6,831	-12%	-$114K	0.11%	250
2016 Q1	$936K	Buy	54,778 +151	+0.3%	+$2.54K	0.13%	205
2015 Q4	$937K	Buy	54,627 +1,819	+3%	+$36.2K	0.13%	211
2015 Q3	$1.08M	Buy	52,808 +19,047	+56%	+$499K	0.15%	175
2015 Q2	$1.04M	Buy	33,761 +396	+1%	+$12.7K	0.13%	194
2015 Q1	$899K	Sell	33,365 -4,896	-13%	-$172K	0.26%	102
2014 Q4	$1.35M	Buy	38,261 +2,592	+7%	+$88.3K	0.21%	125
2014 Q3	$1.23M	Sell	35,669 -604	-2%	-$21.4K	0.17%	98
2014 Q2	$1.32M	Buy	36,273 +205	+0.6%	+$7.4K	0.16%	97
2014 Q1	$1.28M	Buy	36,068 +4,576	+15%	+$154K	0.16%	95
2013 Q4	$1.04M	Buy	31,492 +12,701	+68%	+$405K	0.13%	126
2013 Q3	$592K	Buy	+18,791	New	+$623K	0.08%	220

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

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

Concert Wealth Management sold out of Potash Corp Of Saskatchewan (POT) in Q2 2017, closing a stake of 25,524 shares — an estimated $464K sold.

Concert Wealth Management first reported a position in POT in Q3 2013 and held it in 15 quarters. The position peaked at $1.35M in Q4 2014. 443 funds tracked by Wall St. Rank hold POT as of Q2 2017.

Concert Wealth Management reported no remaining Potash Corp Of Saskatchewan position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 25,524 Potash Corp Of Saskatchewan shares in Q2 2017, an estimated $464K.
Concert Wealth Management first reported a position in Potash Corp Of Saskatchewan in Q3 2013 and held it in 15 quarters.
Concert Wealth Management's Potash Corp Of Saskatchewan position peaked at $1.35M in Q4 2014.
443 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.