LWM
POT

LBA Wealth Management’s Potash Corp Of Saskatchewan POT Stock Holding History

LBA Wealth Management’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
-557
Closed -$9K – 500
2016
Q3 		$9K Buy
+557
New +$9.2K 0.01% 333
2014
Q4 		– Sell
-71
Closed -$2K – 426
2014
Q3 		$2K Buy
+71
New +$2.52K ﹤0.01% 416

Other funds holding POT

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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

LBA Wealth Management's POT Position: Q4 2016 in Review

LBA Wealth Management sold out of Potash Corp Of Saskatchewan (POT) in Q4 2016, closing a stake of 557 shares — an estimated $9K sold.

LBA Wealth Management first reported a position in POT in Q3 2014 and held it in 2 quarters. The position peaked at $9K in Q3 2016. 492 funds tracked by Wall St. Rank hold POT as of Q4 2016.

  • LBA Wealth Management reported no remaining Potash Corp Of Saskatchewan position as of Q4 2016 after selling out during the quarter.
  • LBA Wealth Management sold 557 Potash Corp Of Saskatchewan shares in Q4 2016, an estimated $9K.
  • LBA Wealth Management first reported a position in Potash Corp Of Saskatchewan in Q3 2014 and held it in 2 quarters.
  • LBA Wealth Management's Potash Corp Of Saskatchewan position peaked at $9K in Q3 2016.
  • 492 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.