Mariner Wealth Advisors (Cincinnati)’s Potash Corp Of Saskatchewan POT Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2017 Q4	–	Sell	-10,550	Closed	-$203K	–	299
2017 Q3	$203K	Buy	+10,550	New	+$188K	0.01%	263
2016 Q1	–	Sell	-74,006	Closed	-$1.27M	–	257
2015 Q4	$1.27M	Buy	+74,006	New	+$1.47M	0.12%	93
2015 Q1	$10.9M	Buy	336,843 +18,789	+6%	+$661K	1.53%	33
2014 Q4	$11.2M	Sell	318,054 -17,508	-5%	-$596K	1.63%	31
2014 Q3	$11.6M	Sell	335,562 -2,918	-0.9%	-$103K	1.86%	28
2014 Q2	$12.8M	Buy	338,480 +31,448	+10%	+$1.14M	2.03%	26
2014 Q1	$11.1M	Buy	307,032 +263,619	+607%	+$8.86M	1.8%	32
2013 Q4	$1.43M	Buy	+43,413	New	+$1.38M	0.24%	62

Other funds holding POT

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Capital International Investors

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

Royal Bank of Canada

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

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Fidelity Investments

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

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

Bank of Montreal

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

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

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