Gary Goldberg Planning Services’s Potash Corp Of Saskatchewan POT Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$106K	Hold	3,000	–	–	0.04%	141
2014 Q3	$104K	Hold	3,000	–	–	0.04%	148
2014 Q2	$114K	Hold	3,000	–	–	0.05%	144
2014 Q1	$109K	Buy	+3,000	New	+$101K	0.05%	142

Other funds holding POT

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 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 $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

GTP

Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

Gary Goldberg Planning Services's POT Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Potash Corp Of Saskatchewan (POT) position steady in Q4 2014 at 3,000 shares worth $106K. The position accounts for 0.04% of the portfolio, ranked #141.

Gary Goldberg Planning Services first reported a position in POT in Q1 2014 and has held it in 4 quarters since. The position peaked at $114K in Q2 2014. 573 funds tracked by Wall St. Rank hold POT as of Q4 2014.

Gary Goldberg Planning Services held 3,000 shares of Potash Corp Of Saskatchewan worth $106K as of Q4 2014.
Gary Goldberg Planning Services left its Potash Corp Of Saskatchewan share count unchanged in Q4 2014.
Potash Corp Of Saskatchewan made up 0.04% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #141 holding.
Gary Goldberg Planning Services first reported a position in Potash Corp Of Saskatchewan in Q1 2014 and has held it in 4 quarters since.
Gary Goldberg Planning Services's Potash Corp Of Saskatchewan position peaked at $114K in Q2 2014.
573 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.