Lipe & Dalton’s Potash Corp Of Saskatchewan POT Stock Holding History

Lipe & Dalton’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
2015 Q1	–	Sell	-140,755	Closed	-$4.97M	–	74
2014 Q4	$4.97M	Sell	140,755 -1,285	-0.9%	-$43.8K	3.32%	9
2014 Q3	$4.91M	Buy	142,040 +100	+0.1%	+$3.54K	3.21%	13
2014 Q2	$5.39M	Buy	141,940 +7,730	+6%	+$279K	3.39%	9
2014 Q1	$4.87M	Buy	134,210 +39,035	+41%	+$1.31M	3.26%	13
2013 Q4	$3.14M	Sell	95,175 -48,161	-34%	-$1.54M	2.14%	26
2013 Q3	$4.48M	Buy	143,336 +40,955	+40%	+$1.36M	3.29%	13
2013 Q2	$3.9M	Buy	+102,381	New	+$4.18M	3.24%	15

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Lipe & Dalton's POT Position: Q1 2015 in Review

Lipe & Dalton sold out of Potash Corp Of Saskatchewan (POT) in Q1 2015, closing a stake of 140,755 shares — an estimated $4.97M sold.

Lipe & Dalton first reported a position in POT in Q2 2013 and held it in 7 quarters. The position peaked at $5.39M in Q2 2014. 567 funds tracked by Wall St. Rank hold POT as of Q1 2015.

Lipe & Dalton reported no remaining Potash Corp Of Saskatchewan position as of Q1 2015 after selling out during the quarter.
Lipe & Dalton sold 140,755 Potash Corp Of Saskatchewan shares in Q1 2015, an estimated $4.97M.
Lipe & Dalton first reported a position in Potash Corp Of Saskatchewan in Q2 2013 and held it in 7 quarters.
Lipe & Dalton's Potash Corp Of Saskatchewan position peaked at $5.39M in Q2 2014.
567 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2015.

Based on Lipe & Dalton's 13F filing for Q1 2015, filed 8 May 2015.