Peloton Wealth Strategists’s Potash Corp Of Saskatchewan POT Stock Holding History

Peloton Wealth Strategists’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 Q1	$213K	Sell	12,500 -500	-4%	-$8.41K	0.18%	70
2015 Q4	$223K	Sell	13,000 -8,500	-40%	-$169K	0.19%	74
2015 Q3	$442K	Sell	21,500 -3,000	-12%	-$78.7K	0.39%	68
2015 Q2	$759K	Sell	24,500 -500	-2%	-$16K	0.6%	61
2015 Q1	$806K	Sell	25,000 -1,200	-5%	-$42.2K	0.63%	60
2014 Q4	$925K	Sell	26,200 -3,400	-11%	-$116K	0.7%	58
2014 Q3	$1.02M	Buy	+29,600	New	+$1.05M	0.81%	53
2014 Q2	–	Sell	-28,400	Closed	-$1.03M	–	101
2014 Q1	$1.03M	Hold	28,400	–	–	0.84%	51
2013 Q4	$936K	Sell	28,400 -12,900	-31%	-$411K	0.76%	49
2013 Q3	$1.29M	Buy	41,300 +100	+0.2%	+$3.31K	1.08%	43
2013 Q2	$1.57M	Buy	+41,200	New	+$1.68M	1.41%	33

Other funds holding POT

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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

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

Peloton Wealth Strategists's POT Position: Q1 2016 in Review

Peloton Wealth Strategists reduced its Potash Corp Of Saskatchewan (POT) stake by 3.8% in Q1 2016, selling an estimated $8.41K and leaving 12,500 shares worth $213K. The position accounts for 0.18% of the portfolio, ranked #70.

Peloton Wealth Strategists first reported a position in POT in Q2 2013 and has held it in 11 quarters since. The position peaked at $1.57M in Q2 2013. 470 funds tracked by Wall St. Rank hold POT as of Q1 2016.

Peloton Wealth Strategists held 12,500 shares of Potash Corp Of Saskatchewan worth $213K as of Q1 2016.
Peloton Wealth Strategists sold 500 Potash Corp Of Saskatchewan shares in Q1 2016, an estimated $8.41K.
Potash Corp Of Saskatchewan made up 0.18% of Peloton Wealth Strategists's portfolio in Q1 2016, its #70 holding.
Peloton Wealth Strategists first reported a position in Potash Corp Of Saskatchewan in Q2 2013 and has held it in 11 quarters since.
Peloton Wealth Strategists's Potash Corp Of Saskatchewan position peaked at $1.57M in Q2 2013.
470 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2016.

Based on Peloton Wealth Strategists's 13F filing for Q1 2016, filed 13 May 2016.