SFMG Wealth Advisors’s Potash Corp Of Saskatchewan POT Stock Holding History

SFMG Wealth Advisors’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
2015 Q4	–	Sell	-30,430	Closed	-$625K	–	125
2015 Q3	$625K	Sell	30,430 -705	-2%	-$18.5K	0.15%	63
2015 Q2	$964K	Buy	+31,135	New	+$997K	0.22%	52

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

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

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

SFMG Wealth Advisors's POT Position: Q4 2015 in Review

SFMG Wealth Advisors sold out of Potash Corp Of Saskatchewan (POT) in Q4 2015, closing a stake of 30,430 shares — an estimated $625K sold.

SFMG Wealth Advisors first reported a position in POT in Q2 2015 and held it in 2 quarters. The position peaked at $964K in Q2 2015. 517 funds tracked by Wall St. Rank hold POT as of Q4 2015.

SFMG Wealth Advisors reported no remaining Potash Corp Of Saskatchewan position as of Q4 2015 after selling out during the quarter.
SFMG Wealth Advisors sold 30,430 Potash Corp Of Saskatchewan shares in Q4 2015, an estimated $625K.
SFMG Wealth Advisors first reported a position in Potash Corp Of Saskatchewan in Q2 2015 and held it in 2 quarters.
SFMG Wealth Advisors's Potash Corp Of Saskatchewan position peaked at $964K in Q2 2015.
517 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q4 2015.

Based on SFMG Wealth Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.