Perigon Wealth Management’s Potash Corp Of Saskatchewan POT Stock Holding History

Perigon Wealth 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
2017 Q3	–	Sell	-25,177	Closed	-$413K	–	757
2017 Q2	$413K	Buy	25,177 +6,553	+35%	+$108K	0.09%	184
2017 Q1	$320K	Buy	18,624 +1,427	+8%	+$25.9K	0.07%	214
2016 Q4	$294K	Buy	17,197 +16,834	+4,637%	+$292K	0.06%	214
2016 Q3	$6K	Buy	+363	New	+$6K	﹤0.01%	548
2015 Q1	–	Sell	-24,180	Closed	-$854K	–	235
2014 Q4	$854K	Sell	24,180 -18,135	-43%	-$617K	0.26%	93
2014 Q3	$1.46M	Buy	42,315 +315	+0.8%	+$11.2K	0.44%	61
2014 Q2	$1.59M	Buy	+42,000	New	+$1.52M	0.45%	65

Other funds holding POT

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

JFL

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Perigon Wealth Management's POT Position: Q3 2017 in Review

Perigon Wealth Management sold out of Potash Corp Of Saskatchewan (POT) in Q3 2017, closing a stake of 25,177 shares — an estimated $413K sold.

Perigon Wealth Management first reported a position in POT in Q2 2014 and held it in 7 quarters. The position peaked at $1.59M in Q2 2014. 439 funds tracked by Wall St. Rank hold POT as of Q3 2017.

Perigon Wealth Management reported no remaining Potash Corp Of Saskatchewan position as of Q3 2017 after selling out during the quarter.
Perigon Wealth Management sold 25,177 Potash Corp Of Saskatchewan shares in Q3 2017, an estimated $413K.
Perigon Wealth Management first reported a position in Potash Corp Of Saskatchewan in Q2 2014 and held it in 7 quarters.
Perigon Wealth Management's Potash Corp Of Saskatchewan position peaked at $1.59M in Q2 2014.
439 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q3 2017.

Based on Perigon Wealth Management's 13F filing for Q3 2017, filed 5 Dec 2017.