Montrusco Bolton Investments’s Potash Corp Of Saskatchewan POT Stock Holding History

Montrusco Bolton Investments’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 Q4	–	Sell	-1,046,448	Closed	-$21.4M	–	85
2015 Q3	$21.4M	Buy	1,046,448 +135,021	+15%	+$3.54M	1.83%	19
2015 Q2	$28.2M	Buy	911,427 +626,687	+220%	+$20.1M	2.09%	17
2015 Q1	$9.18M	Buy	284,740 +1,580	+0.6%	+$55.6K	0.68%	46
2014 Q4	$10M	Sell	283,160 -600	-0.2%	-$20.4K	0.72%	40
2014 Q3	$9.85M	Sell	283,760 -489,192	-63%	-$17.3M	0.66%	47
2014 Q2	$29.4M	Buy	772,952 +39,482	+5%	+$1.43M	1.85%	16
2014 Q1	$26.6M	Buy	733,470 +190,895	+35%	+$6.42M	1.88%	18
2013 Q4	$17.9M	Buy	542,575 +14,680	+3%	+$468K	1.26%	32
2013 Q3	$16.5M	Sell	527,895 -13,670	-3%	-$453K	1.24%	30
2013 Q2	$20.6M	Buy	+541,565	New	+$22.1M	1.66%	16

Other funds holding POT

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 New York $59.9B AUM 27.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ACM

Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Montrusco Bolton Investments's POT Position: Q4 2015 in Review

Montrusco Bolton Investments sold out of Potash Corp Of Saskatchewan (POT) in Q4 2015, closing a stake of 1,046,448 shares — an estimated $21.4M sold.

Montrusco Bolton Investments first reported a position in POT in Q2 2013 and held it in 10 quarters. The position peaked at $29.4M in Q2 2014. 518 funds tracked by Wall St. Rank hold POT as of Q4 2015.

Montrusco Bolton Investments reported no remaining Potash Corp Of Saskatchewan position as of Q4 2015 after selling out during the quarter.
Montrusco Bolton Investments sold 1,046,448 Potash Corp Of Saskatchewan shares in Q4 2015, an estimated $21.4M.
Montrusco Bolton Investments first reported a position in Potash Corp Of Saskatchewan in Q2 2013 and held it in 10 quarters.
Montrusco Bolton Investments's Potash Corp Of Saskatchewan position peaked at $29.4M in Q2 2014.
518 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q4 2015.

Based on Montrusco Bolton Investments's 13F filing for Q4 2015, filed 11 Jan 2016.