Stifel Trust’s Potash Corp Of Saskatchewan POT Stock Holding History

Stifel Trust’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
2014 Q3	$1.04M	Sell	30,201 -1,270	-4%	-$45K	0.2%	118
2014 Q2	$1.2M	Sell	31,471 -214	-0.7%	-$7.72K	0.22%	114
2014 Q1	$1.15M	Sell	31,685 -5,704	-15%	-$192K	0.22%	112
2013 Q4	$1.23M	Sell	37,389 -13,930	-27%	-$444K	0.23%	109
2013 Q3	$1.61M	Sell	51,319 -124,442	-71%	-$4.13M	0.32%	92
2013 Q2	$6.7M	Buy	+175,761	New	+$7.18M	1.39%	15

Other funds holding POT

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

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

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

GTP

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

Stifel Trust's POT Position: Q3 2014 in Review

Stifel Trust reduced its Potash Corp Of Saskatchewan (POT) stake by 4% in Q3 2014, selling an estimated $45K and leaving 30,201 shares worth $1.04M. The position accounts for 0.2% of the portfolio, ranked #118.

Stifel Trust first reported a position in POT in Q2 2013 and has held it in 6 quarters since. The position peaked at $6.7M in Q2 2013. 549 funds tracked by Wall St. Rank hold POT as of Q3 2014.

Stifel Trust held 30,201 shares of Potash Corp Of Saskatchewan worth $1.04M as of Q3 2014.
Stifel Trust sold 1,270 Potash Corp Of Saskatchewan shares in Q3 2014, an estimated $45K.
Potash Corp Of Saskatchewan made up 0.2% of Stifel Trust's portfolio in Q3 2014, its #118 holding.
Stifel Trust first reported a position in Potash Corp Of Saskatchewan in Q2 2013 and has held it in 6 quarters since.
Stifel Trust's Potash Corp Of Saskatchewan position peaked at $6.7M in Q2 2013.
549 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.