Lebenthal Holdings’s Potash Corp Of Saskatchewan POT Stock Holding History

Lebenthal Holdings’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 Q2	$628K	Buy	38,699 +1,234	+3%	+$20.7K	0.08%	240
2016 Q1	$638K	Buy	37,465 +12,390	+49%	+$208K	0.11%	225
2015 Q4	$430K	Buy	+25,075	New	+$499K	0.1%	231

Other funds holding POT

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 New York $59B AUM 32.99% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

Lebenthal Holdings's POT Position: Q2 2016 in Review

Lebenthal Holdings increased its Potash Corp Of Saskatchewan (POT) stake by 3.3% in Q2 2016, buying an estimated $20.7K and bringing the position to 38,699 shares worth $628K. The position accounts for 0.08% of the portfolio, ranked #240.

Lebenthal Holdings first reported a position in POT in Q4 2015 and has held it in 3 quarters since. The position peaked at $638K in Q1 2016. 499 funds tracked by Wall St. Rank hold POT as of Q2 2016.

Lebenthal Holdings held 38,699 shares of Potash Corp Of Saskatchewan worth $628K as of Q2 2016.
Lebenthal Holdings bought 1,234 Potash Corp Of Saskatchewan shares in Q2 2016, an estimated $20.7K.
Potash Corp Of Saskatchewan made up 0.08% of Lebenthal Holdings's portfolio in Q2 2016, its #240 holding.
Lebenthal Holdings first reported a position in Potash Corp Of Saskatchewan in Q4 2015 and has held it in 3 quarters since.
Lebenthal Holdings's Potash Corp Of Saskatchewan position peaked at $638K in Q1 2016.
499 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q2 2016.

Based on Lebenthal Holdings's 13F filing for Q2 2016, filed 19 Aug 2016.