EFS
POT

Essex Financial Services’s Potash Corp Of Saskatchewan POT Stock Holding History

Essex Financial Services’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
-7,535
Closed -$233K – 345
2015
Q2 		$233K Hold
7,535
– – 0.06% 282
2015
Q1 		$243K Hold
7,535
– – 0.06% 271
2014
Q4 		$266K Buy
+7,535
New +$257K 0.07% 250

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 $59.9B AUM 27.01% 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

Essex Financial Services's POT Position: Q3 2015 in Review

Essex Financial Services sold out of Potash Corp Of Saskatchewan (POT) in Q3 2015, closing a stake of 7,535 shares — an estimated $233K sold.

Essex Financial Services first reported a position in POT in Q4 2014 and held it in 3 quarters. The position peaked at $266K in Q4 2014. 515 funds tracked by Wall St. Rank hold POT as of Q3 2015.

  • Essex Financial Services reported no remaining Potash Corp Of Saskatchewan position as of Q3 2015 after selling out during the quarter.
  • Essex Financial Services sold 7,535 Potash Corp Of Saskatchewan shares in Q3 2015, an estimated $233K.
  • Essex Financial Services first reported a position in Potash Corp Of Saskatchewan in Q4 2014 and held it in 3 quarters.
  • Essex Financial Services's Potash Corp Of Saskatchewan position peaked at $266K in Q4 2014.
  • 515 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q3 2015.

Based on Essex Financial Services's 13F filing for Q3 2015, filed 6 Oct 2015.