Obermeyer Wealth Partners’s Potash Corp Of Saskatchewan POT Stock Holding History

Obermeyer Wealth Partners’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 Q2	–	Sell	-11,671	Closed	-$199K	–	133
2016 Q1	$199K	Hold	11,671	–	–	0.02%	119
2015 Q4	$200K	Buy	+11,671	New	+$232K	0.02%	119
2015 Q3	–	Sell	-11,521	Closed	-$357K	–	131
2015 Q2	$357K	Sell	11,521 -630,459	-98%	-$20.2M	0.03%	99
2015 Q1	$20.7M	Buy	641,980 +12,943	+2%	+$455K	1.69%	22
2014 Q4	$22.2M	Buy	629,037 +14,240	+2%	+$485K	2.01%	14
2014 Q3	$21.2M	Buy	614,797 +795	+0.1%	+$28.2K	5.22%	4
2014 Q2	$23.3M	Buy	614,002 +11,589	+2%	+$418K	5.67%	5
2014 Q1	$21.8M	Sell	602,413 -2,184	-0.4%	-$73.4K	5.45%	5
2013 Q4	$19.9M	Buy	604,597 +39,725	+7%	+$1.27M	5.09%	4
2013 Q3	$17.7M	Buy	564,872 +35,613	+7%	+$1.18M	4.96%	4
2013 Q2	$20.2M	Buy	+529,259	New	+$21.6M	5.59%	3

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

JFL

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

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

Obermeyer Wealth Partners's POT Position: Q2 2016 in Review

Obermeyer Wealth Partners sold out of Potash Corp Of Saskatchewan (POT) in Q2 2016, closing a stake of 11,671 shares — an estimated $199K sold.

Obermeyer Wealth Partners first reported a position in POT in Q2 2013 and held it in 11 quarters. The position peaked at $23.3M in Q2 2014. 499 funds tracked by Wall St. Rank hold POT as of Q2 2016.

Obermeyer Wealth Partners reported no remaining Potash Corp Of Saskatchewan position as of Q2 2016 after selling out during the quarter.
Obermeyer Wealth Partners sold 11,671 Potash Corp Of Saskatchewan shares in Q2 2016, an estimated $199K.
Obermeyer Wealth Partners first reported a position in Potash Corp Of Saskatchewan in Q2 2013 and held it in 11 quarters.
Obermeyer Wealth Partners's Potash Corp Of Saskatchewan position peaked at $23.3M in Q2 2014.
499 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q2 2016.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2016, filed 3 Aug 2016.