Integrated Wealth Management (Palm Desert)’s Potash Corp Of Saskatchewan POT Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-3,925	Closed	-$64K	–	1210
2016 Q3	$64K	Sell	3,925 -500	-11%	-$8.26K	0.02%	374
2016 Q2	$72K	Sell	4,425 -1,437	-25%	-$24K	0.03%	347
2016 Q1	$100K	Buy	5,862 +68	+1%	+$1.14K	0.04%	287
2015 Q4	$99K	Sell	5,794 -1,278	-18%	-$25.4K	0.04%	283
2015 Q3	$145K	Buy	7,072 +1,251	+21%	+$32.8K	0.06%	229
2015 Q2	$180K	Buy	5,821 +208	+4%	+$6.66K	0.07%	205
2015 Q1	$181K	Buy	+5,613	New	+$197K	0.08%	199

Other funds holding POT

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $59.9B AUM 27.01% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $846B AUM 46.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s POT Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Potash Corp Of Saskatchewan (POT) in Q4 2016, closing a stake of 3,925 shares — an estimated $64K sold.

Integrated Wealth Management (Palm Desert) first reported a position in POT in Q1 2015 and held it in 7 quarters. The position peaked at $181K in Q1 2015. 492 funds tracked by Wall St. Rank hold POT as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Potash Corp Of Saskatchewan position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 3,925 Potash Corp Of Saskatchewan shares in Q4 2016, an estimated $64K.
Integrated Wealth Management (Palm Desert) first reported a position in Potash Corp Of Saskatchewan in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Potash Corp Of Saskatchewan position peaked at $181K in Q1 2015.
492 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.