NewSquare Capital’s Potash Corp Of Saskatchewan POT Stock Holding History

NewSquare Capital’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
2016 Q3	–	Sell	-38,973	Closed	-$633K	–	480
2016 Q2	$633K	Buy	38,973 +7,186	+23%	+$120K	0.15%	91
2016 Q1	$541K	Buy	31,787 +6,530	+26%	+$110K	0.16%	97
2015 Q4	$432K	Buy	25,257 +5,580	+28%	+$111K	0.12%	99
2015 Q3	$404K	Buy	19,677 +825	+4%	+$21.6K	0.12%	90
2015 Q2	$584K	Buy	18,852 +1,118	+6%	+$35.8K	0.17%	81
2015 Q1	$572K	Buy	17,734 +788	+5%	+$27.7K	0.18%	76
2014 Q4	$599K	Buy	+16,946	New	+$577K	0.2%	73

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 $59B AUM 32.99% 1-Year Est. Return

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

JFL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

NewSquare Capital's POT Position: Q3 2016 in Review

NewSquare Capital sold out of Potash Corp Of Saskatchewan (POT) in Q3 2016, closing a stake of 38,973 shares — an estimated $633K sold.

NewSquare Capital first reported a position in POT in Q4 2014 and held it in 7 quarters. The position peaked at $633K in Q2 2016. 469 funds tracked by Wall St. Rank hold POT as of Q3 2016.

NewSquare Capital reported no remaining Potash Corp Of Saskatchewan position as of Q3 2016 after selling out during the quarter.
NewSquare Capital sold 38,973 Potash Corp Of Saskatchewan shares in Q3 2016, an estimated $633K.
NewSquare Capital first reported a position in Potash Corp Of Saskatchewan in Q4 2014 and held it in 7 quarters.
NewSquare Capital's Potash Corp Of Saskatchewan position peaked at $633K in Q2 2016.
469 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q3 2016.

Based on NewSquare Capital's 13F filing for Q3 2016, filed 2 Nov 2016.