IWA
POT

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

Intercontinental 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
2017
Q1 		– Sell
-19,468
Closed -$352K – 158
2016
Q4 		$352K Sell
19,468
-189
-1% -$3.27K 0.23% 86
2016
Q3 		$321K Sell
19,657
-1,843
-9% -$30.4K 0.23% 86
2016
Q2 		$349K Buy
+21,500
New +$360K 0.26% 85

Other funds holding POT

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Intercontinental Wealth Advisors's POT Position: Q1 2017 in Review

Intercontinental Wealth Advisors sold out of Potash Corp Of Saskatchewan (POT) in Q1 2017, closing a stake of 19,468 shares — an estimated $352K sold.

Intercontinental Wealth Advisors first reported a position in POT in Q2 2016 and held it in 3 quarters. The position peaked at $352K in Q4 2016. 455 funds tracked by Wall St. Rank hold POT as of Q1 2017.

  • Intercontinental Wealth Advisors reported no remaining Potash Corp Of Saskatchewan position as of Q1 2017 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 19,468 Potash Corp Of Saskatchewan shares in Q1 2017, an estimated $352K.
  • Intercontinental Wealth Advisors first reported a position in Potash Corp Of Saskatchewan in Q2 2016 and held it in 3 quarters.
  • Intercontinental Wealth Advisors's Potash Corp Of Saskatchewan position peaked at $352K in Q4 2016.
  • 455 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2017.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2017, filed 9 Mar 2018.