SWM
POT

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

Strategic 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
Q1 		– Sell
-17,391
Closed -$614K – 60
2014
Q4 		$614K Buy
+17,391
New +$592K 0.6% 41

Other funds holding POT

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Strategic Wealth Management's POT Position: Q1 2015 in Review

Strategic Wealth Management sold out of Potash Corp Of Saskatchewan (POT) in Q1 2015, closing a stake of 17,391 shares — an estimated $614K sold.

Strategic Wealth Management first reported a position in POT in Q4 2014 and held it in 1 quarter. The position peaked at $614K in Q4 2014. 567 funds tracked by Wall St. Rank hold POT as of Q1 2015.

  • Strategic Wealth Management reported no remaining Potash Corp Of Saskatchewan position as of Q1 2015 after selling out during the quarter.
  • Strategic Wealth Management sold 17,391 Potash Corp Of Saskatchewan shares in Q1 2015, an estimated $614K.
  • Strategic Wealth Management first reported a position in Potash Corp Of Saskatchewan in Q4 2014 and held it in 1 quarter.
  • Strategic Wealth Management's Potash Corp Of Saskatchewan position peaked at $614K in Q4 2014.
  • 567 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2015.

Based on Strategic Wealth Management's 13F filing for Q1 2015, filed 27 Apr 2015.