Keystone Financial Planning’s Potash Corp Of Saskatchewan POT Stock Holding History

Keystone Financial Planning’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	–	Sell	-130,891	Closed	-$4.52M	–	49
2014 Q3	$4.52M	Buy	130,891 +22	+0%	+$779	3.41%	14
2014 Q2	$4.97M	Sell	130,869 -7,250	-5%	-$262K	3.74%	8
2014 Q1	$5M	Buy	138,119 +7,800	+6%	+$262K	3.87%	5
2013 Q4	$4.29M	Buy	+130,319	New	+$4.15M	3.44%	8

Other funds holding POT

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 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 $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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

Keystone Financial Planning's POT Position: Q4 2014 in Review

Keystone Financial Planning sold out of Potash Corp Of Saskatchewan (POT) in Q4 2014, closing a stake of 130,891 shares — an estimated $4.52M sold.

Keystone Financial Planning first reported a position in POT in Q4 2013 and held it in 4 quarters. The position peaked at $5M in Q1 2014. 574 funds tracked by Wall St. Rank hold POT as of Q4 2014.

Keystone Financial Planning reported no remaining Potash Corp Of Saskatchewan position as of Q4 2014 after selling out during the quarter.
Keystone Financial Planning sold 130,891 Potash Corp Of Saskatchewan shares in Q4 2014, an estimated $4.52M.
Keystone Financial Planning first reported a position in Potash Corp Of Saskatchewan in Q4 2013 and held it in 4 quarters.
Keystone Financial Planning's Potash Corp Of Saskatchewan position peaked at $5M in Q1 2014.
574 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q4 2014.

Based on Keystone Financial Planning's 13F filing for Q4 2014, filed 27 Jan 2015.