Luminus Management’s Potash Corp Of Saskatchewan POT Stock Holding History

Luminus 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
2015 Q3	–	Sell	-8,100	Closed	-$251K	–	174
2015 Q2	$251K	Buy	+8,100	New	+$259K	0.01%	136
2014 Q4	–	Sell	-169,400	Closed	-$5.85M	–	176
2014 Q3	$5.85M	Buy	+169,400	New	+$6M	0.19%	92
2014 Q2	–	Sell	-117,000	Closed	-$4.24M	–	178
2014 Q1	$4.24M	Sell	117,000 -37,100	-24%	-$1.25M	0.26%	67
2013 Q4	$5.08M	Buy	+154,100	New	+$4.91M	0.29%	67

Other funds holding POT

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

JFL

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Luminus Management's POT Position: Q3 2015 in Review

Luminus Management sold out of Potash Corp Of Saskatchewan (POT) in Q3 2015, closing a stake of 8,100 shares — an estimated $251K sold.

Luminus Management first reported a position in POT in Q4 2013 and held it in 4 quarters. The position peaked at $5.85M in Q3 2014. 514 funds tracked by Wall St. Rank hold POT as of Q3 2015.

Luminus Management reported no remaining Potash Corp Of Saskatchewan position as of Q3 2015 after selling out during the quarter.
Luminus Management sold 8,100 Potash Corp Of Saskatchewan shares in Q3 2015, an estimated $251K.
Luminus Management first reported a position in Potash Corp Of Saskatchewan in Q4 2013 and held it in 4 quarters.
Luminus Management's Potash Corp Of Saskatchewan position peaked at $5.85M in Q3 2014.
514 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q3 2015.

Based on Luminus Management's 13F filing for Q3 2015, filed 16 Nov 2015.