Crestwood Advisors Group’s Potash Corp Of Saskatchewan POT Stock Holding History

Crestwood Advisors Group’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 Q1	–	Sell	-147,779	Closed	-$2.53M	–	157
2015 Q4	$2.53M	Sell	147,779 -181,929	-55%	-$3.62M	0.31%	55
2015 Q3	$6.78M	Sell	329,708 -19,570	-6%	-$513K	0.88%	45
2015 Q2	$10.8M	Buy	349,278 +36,531	+12%	+$1.17M	1.44%	33
2015 Q1	$10.1M	Buy	312,747 +21,703	+7%	+$763K	1.44%	39
2014 Q4	$10.3M	Buy	291,044 +4,802	+2%	+$164K	1.55%	34
2014 Q3	$9.89M	Sell	286,242 -181,709	-39%	-$6.44M	1.55%	29
2014 Q2	$17.8M	Buy	467,951 +13,826	+3%	+$499K	2.84%	8
2014 Q1	$16.4M	Buy	454,125 +92,816	+26%	+$3.12M	2.69%	10
2013 Q4	$11.9M	Buy	361,309 +14,831	+4%	+$473K	1.9%	18
2013 Q3	$10.8M	Buy	+346,478	New	+$11.5M	1.9%	18

Other funds holding POT

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 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 $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Crestwood Advisors Group's POT Position: Q1 2016 in Review

Crestwood Advisors Group sold out of Potash Corp Of Saskatchewan (POT) in Q1 2016, closing a stake of 147,779 shares — an estimated $2.53M sold.

Crestwood Advisors Group first reported a position in POT in Q3 2013 and held it in 10 quarters. The position peaked at $17.8M in Q2 2014. 470 funds tracked by Wall St. Rank hold POT as of Q1 2016.

Crestwood Advisors Group reported no remaining Potash Corp Of Saskatchewan position as of Q1 2016 after selling out during the quarter.
Crestwood Advisors Group sold 147,779 Potash Corp Of Saskatchewan shares in Q1 2016, an estimated $2.53M.
Crestwood Advisors Group first reported a position in Potash Corp Of Saskatchewan in Q3 2013 and held it in 10 quarters.
Crestwood Advisors Group's Potash Corp Of Saskatchewan position peaked at $17.8M in Q2 2014.
470 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2016.

Based on Crestwood Advisors Group's 13F filing for Q1 2016, filed 16 May 2016.