O'Shaughnessy Asset Management’s Potash Corp Of Saskatchewan POT Stock Holding History

O'Shaughnessy Asset 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
2016 Q3	–	Sell	-158,819	Closed	-$2.54M	–	1008
2016 Q2	$2.54M	Hold	158,819	–	–	0.07%	186
2016 Q1	$2.77M	Sell	158,819 -11,916	-7%	-$200K	0.07%	173
2015 Q4	$2.91M	Buy	170,735 +87,224	+104%	+$1.74M	0.07%	182
2015 Q3	$1.71M	Sell	83,511 -926	-1%	-$24.3K	0.04%	251
2015 Q2	$2.62M	Buy	84,437 +4,696	+6%	+$150K	0.05%	206
2015 Q1	$2.57M	Sell	79,741 -340,561	-81%	-$12M	0.05%	205
2014 Q4	$13.4M	Sell	420,302 -217,437	-34%	-$7.4M	0.26%	89
2014 Q3	$22M	Sell	637,739 -56,248	-8%	-$1.99M	0.4%	67
2014 Q2	$26.4M	Buy	693,987 +147,103	+27%	+$5.31M	0.49%	57
2014 Q1	$19.8M	Buy	546,884 +242,640	+80%	+$8.16M	0.39%	65
2013 Q4	$10M	Buy	304,244 +238,503	+363%	+$7.6M	0.21%	94
2013 Q3	$2.06M	Buy	+65,741	New	+$2.18M	0.05%	224

Other funds holding POT

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $304B AUM 35.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BAM

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

O'Shaughnessy Asset Management's POT Position: Q3 2016 in Review

O'Shaughnessy Asset Management sold out of Potash Corp Of Saskatchewan (POT) in Q3 2016, closing a stake of 158,819 shares — an estimated $2.54M sold.

O'Shaughnessy Asset Management first reported a position in POT in Q3 2013 and held it in 12 quarters. The position peaked at $26.4M in Q2 2014. 470 funds tracked by Wall St. Rank hold POT as of Q3 2016.

O'Shaughnessy Asset Management reported no remaining Potash Corp Of Saskatchewan position as of Q3 2016 after selling out during the quarter.
O'Shaughnessy Asset Management sold 158,819 Potash Corp Of Saskatchewan shares in Q3 2016, an estimated $2.54M.
O'Shaughnessy Asset Management first reported a position in Potash Corp Of Saskatchewan in Q3 2013 and held it in 12 quarters.
O'Shaughnessy Asset Management's Potash Corp Of Saskatchewan position peaked at $26.4M in Q2 2014.
470 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q3 2016.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2016, filed 10 Nov 2016.