CWM
POT

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
2015
Q1 		– Sell
-11,500
Closed -$2K – 659
2014
Q4 		$2K Buy
+11,500
New +$392K ﹤0.01% 630

Other funds holding POT

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
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.