MWM
POT

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

Mascoma 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
2017
Q4 		– Sell
-1,500
Closed -$29K – 434
2017
Q3 		$29K Hold
1,500
– – 0.02% 192
2017
Q2 		$24K Hold
1,500
– – 0.02% 222
2017
Q1 		$26K Hold
1,500
– – 0.02% 193
2016
Q4 		$27K Buy
+1,500
New +$26K 0.02% 190

Other funds holding POT

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $846B AUM 46.74% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Mascoma Wealth Management's POT Position: Q4 2017 in Review

Mascoma Wealth Management sold out of Potash Corp Of Saskatchewan (POT) in Q4 2017, closing a stake of 1,500 shares — an estimated $29K sold.

Mascoma Wealth Management first reported a position in POT in Q4 2016 and held it in 4 quarters. The position peaked at $29K in Q3 2017. 432 funds tracked by Wall St. Rank hold POT as of Q4 2017.

  • Mascoma Wealth Management reported no remaining Potash Corp Of Saskatchewan position as of Q4 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 1,500 Potash Corp Of Saskatchewan shares in Q4 2017, an estimated $29K.
  • Mascoma Wealth Management first reported a position in Potash Corp Of Saskatchewan in Q4 2016 and held it in 4 quarters.
  • Mascoma Wealth Management's Potash Corp Of Saskatchewan position peaked at $29K in Q3 2017.
  • 432 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q4 2017.

Based on Mascoma Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.