MA
POT

Montag & Associates’s Potash Corp Of Saskatchewan POT Stock Holding History

Montag & Associates’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
Q2 		– Sell
-23,412
Closed -$755K – 262
2015
Q1 		$755K Sell
23,412
-11,100
-32% -$390K 0.11% 162
2014
Q4 		$1.22M Sell
34,512
-1,700
-5% -$57.9K 0.18% 130
2014
Q3 		$1.25M Sell
36,212
-4,100
-10% -$145K 0.21% 122
2014
Q2 		$1.53M Sell
40,312
-50,180
-55% -$1.81M 0.25% 112
2014
Q1 		$3.28M Buy
+90,492
New +$3.04M 0.55% 61

Other funds holding POT

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Montag & Associates's POT Position: Q2 2015 in Review

Montag & Associates sold out of Potash Corp Of Saskatchewan (POT) in Q2 2015, closing a stake of 23,412 shares — an estimated $755K sold.

Montag & Associates first reported a position in POT in Q1 2014 and held it in 5 quarters. The position peaked at $3.28M in Q1 2014. 575 funds tracked by Wall St. Rank hold POT as of Q2 2015.

  • Montag & Associates reported no remaining Potash Corp Of Saskatchewan position as of Q2 2015 after selling out during the quarter.
  • Montag & Associates sold 23,412 Potash Corp Of Saskatchewan shares in Q2 2015, an estimated $755K.
  • Montag & Associates first reported a position in Potash Corp Of Saskatchewan in Q1 2014 and held it in 5 quarters.
  • Montag & Associates's Potash Corp Of Saskatchewan position peaked at $3.28M in Q1 2014.
  • 575 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q2 2015.

Based on Montag & Associates's 13F filing for Q2 2015, filed 17 Aug 2015.