Rockefeller Financial Services’s Potash Corp Of Saskatchewan POT Stock Holding History

Rockefeller Financial Services’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 Q4	–	Sell	-1,800	Closed	-$35K	–	549
2017 Q3	$35K	Hold	1,800	–	–	﹤0.01%	441
2017 Q2	$29K	Hold	1,800	–	–	﹤0.01%	403
2017 Q1	$31K	Hold	1,800	–	–	﹤0.01%	419
2016 Q4	$33K	Hold	1,800	–	–	﹤0.01%	437
2016 Q3	$29K	Hold	1,800	–	–	﹤0.01%	413
2016 Q2	$29K	Hold	1,800	–	–	﹤0.01%	421
2016 Q1	$31K	Hold	1,800	–	–	﹤0.01%	455
2015 Q4	$31K	Hold	1,800	–	–	﹤0.01%	460
2015 Q3	$37K	Buy	+1,800	New	+$47.2K	﹤0.01%	432
2013 Q3	–	Sell	-12,113	Closed	-$462K	–	529
2013 Q2	$462K	Buy	+12,113	New	+$495K	0.01%	257

Other funds holding POT

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Rockefeller Financial Services's POT Position: Q4 2017 in Review

Rockefeller Financial Services sold out of Potash Corp Of Saskatchewan (POT) in Q4 2017, closing a stake of 1,800 shares — an estimated $35K sold.

Rockefeller Financial Services first reported a position in POT in Q2 2013 and held it in 10 quarters. The position peaked at $462K in Q2 2013. 432 funds tracked by Wall St. Rank hold POT as of Q4 2017.

Rockefeller Financial Services reported no remaining Potash Corp Of Saskatchewan position as of Q4 2017 after selling out during the quarter.
Rockefeller Financial Services sold 1,800 Potash Corp Of Saskatchewan shares in Q4 2017, an estimated $35K.
Rockefeller Financial Services first reported a position in Potash Corp Of Saskatchewan in Q2 2013 and held it in 10 quarters.
Rockefeller Financial Services's Potash Corp Of Saskatchewan position peaked at $462K in Q2 2013.
432 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.