FRG Family Wealth Advisors’s Potash Corp Of Saskatchewan POT Stock Holding History

FRG Family Wealth Advisors’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 Q4	–	Sell	-10,715	Closed	-$175K	–	131
2016 Q3	$175K	Sell	10,715 -2,365	-18%	-$39.1K	0.08%	126
2016 Q2	$212K	Sell	13,080 -129	-1%	-$2.16K	0.1%	120
2016 Q1	$230K	Hold	13,209	–	–	0.11%	115
2015 Q4	$226K	Buy	+13,209	New	+$263K	0.11%	118

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

FRG Family Wealth Advisors's POT Position: Q4 2016 in Review

FRG Family Wealth Advisors sold out of Potash Corp Of Saskatchewan (POT) in Q4 2016, closing a stake of 10,715 shares — an estimated $175K sold.

FRG Family Wealth Advisors first reported a position in POT in Q4 2015 and held it in 4 quarters. The position peaked at $230K in Q1 2016. 492 funds tracked by Wall St. Rank hold POT as of Q4 2016.

FRG Family Wealth Advisors reported no remaining Potash Corp Of Saskatchewan position as of Q4 2016 after selling out during the quarter.
FRG Family Wealth Advisors sold 10,715 Potash Corp Of Saskatchewan shares in Q4 2016, an estimated $175K.
FRG Family Wealth Advisors first reported a position in Potash Corp Of Saskatchewan in Q4 2015 and held it in 4 quarters.
FRG Family Wealth Advisors's Potash Corp Of Saskatchewan position peaked at $230K in Q1 2016.
492 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q4 2016.

Based on FRG Family Wealth Advisors's 13F filing for Q4 2016, filed 2 Mar 2022.