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

Smith Salley 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
2015 Q3	–	Sell	-40,966	Closed	-$1.27M	–	167
2015 Q2	$1.27M	Buy	40,966 +4,760	+13%	+$152K	0.32%	86
2015 Q1	$1.17M	Buy	36,206 +6,390	+21%	+$225K	0.3%	91
2014 Q4	$1.05M	Sell	29,816 -916	-3%	-$31.2K	0.27%	96
2014 Q3	$1.06M	Buy	30,732 +13,487	+78%	+$478K	0.28%	102
2014 Q2	$655K	Buy	17,245 +1,361	+9%	+$49.1K	0.17%	118
2014 Q1	$575K	Buy	15,884 +3,090	+24%	+$104K	0.36%	65
2013 Q4	$422K	Sell	12,794 -81,014	-86%	-$2.58M	0.28%	67
2013 Q3	$2.93M	Buy	93,808 +53,463	+133%	+$1.77M	2.36%	16
2013 Q2	$1.54M	Buy	+40,345	New	+$1.65M	1.24%	38

Other funds holding POT

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

GTP

Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Smith Salley Wealth Management's POT Position: Q3 2015 in Review

Smith Salley Wealth Management sold out of Potash Corp Of Saskatchewan (POT) in Q3 2015, closing a stake of 40,966 shares — an estimated $1.27M sold.

Smith Salley Wealth Management first reported a position in POT in Q2 2013 and held it in 9 quarters. The position peaked at $2.93M in Q3 2013. 515 funds tracked by Wall St. Rank hold POT as of Q3 2015.

Smith Salley Wealth Management reported no remaining Potash Corp Of Saskatchewan position as of Q3 2015 after selling out during the quarter.
Smith Salley Wealth Management sold 40,966 Potash Corp Of Saskatchewan shares in Q3 2015, an estimated $1.27M.
Smith Salley Wealth Management first reported a position in Potash Corp Of Saskatchewan in Q2 2013 and held it in 9 quarters.
Smith Salley Wealth Management's Potash Corp Of Saskatchewan position peaked at $2.93M in Q3 2013.
515 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q3 2015.

Based on Smith Salley Wealth Management's 13F filing for Q3 2015, filed 12 Nov 2015.