Concorde Asset Management’s Potash Corp Of Saskatchewan POT Stock Holding History

Concorde Asset 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 Q3	–	Sell	-15,500	Closed	-$252K	–	149
2016 Q2	$252K	Sell	15,500 -1,424	-8%	-$23.8K	0.25%	107
2016 Q1	$288K	Buy	16,924 +3,273	+24%	+$55.1K	0.33%	76
2015 Q4	$233K	Buy	+13,651	New	+$272K	0.26%	93

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JFL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Concorde Asset Management's POT Position: Q3 2016 in Review

Concorde Asset Management sold out of Potash Corp Of Saskatchewan (POT) in Q3 2016, closing a stake of 15,500 shares — an estimated $252K sold.

Concorde Asset Management first reported a position in POT in Q4 2015 and held it in 3 quarters. The position peaked at $288K in Q1 2016. 469 funds tracked by Wall St. Rank hold POT as of Q3 2016.

Concorde Asset Management reported no remaining Potash Corp Of Saskatchewan position as of Q3 2016 after selling out during the quarter.
Concorde Asset Management sold 15,500 Potash Corp Of Saskatchewan shares in Q3 2016, an estimated $252K.
Concorde Asset Management first reported a position in Potash Corp Of Saskatchewan in Q4 2015 and held it in 3 quarters.
Concorde Asset Management's Potash Corp Of Saskatchewan position peaked at $288K in Q1 2016.
469 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q3 2016.

Based on Concorde Asset Management's 13F filing for Q3 2016, filed 31 Oct 2016.