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

SVA 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
2016 Q2	–	Sell	-23,012	Closed	-$392K	–	209
2016 Q1	$392K	Sell	23,012 -3,363	-13%	-$56.6K	0.06%	156
2015 Q4	$452K	Sell	26,375 -20,357	-44%	-$405K	0.08%	159
2015 Q3	$960K	Buy	46,732 +14,668	+46%	+$385K	0.18%	116
2015 Q2	$993K	Buy	32,064 +2,423	+8%	+$77.6K	0.18%	115
2015 Q1	$956K	Buy	29,641 +9,963	+51%	+$350K	0.17%	121
2014 Q4	$695K	Buy	+19,678	New	+$670K	0.25%	94

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

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

SVA Wealth Management's POT Position: Q2 2016 in Review

SVA Wealth Management sold out of Potash Corp Of Saskatchewan (POT) in Q2 2016, closing a stake of 23,012 shares — an estimated $392K sold.

SVA Wealth Management first reported a position in POT in Q4 2014 and held it in 6 quarters. The position peaked at $993K in Q2 2015. 499 funds tracked by Wall St. Rank hold POT as of Q2 2016.

SVA Wealth Management reported no remaining Potash Corp Of Saskatchewan position as of Q2 2016 after selling out during the quarter.
SVA Wealth Management sold 23,012 Potash Corp Of Saskatchewan shares in Q2 2016, an estimated $392K.
SVA Wealth Management first reported a position in Potash Corp Of Saskatchewan in Q4 2014 and held it in 6 quarters.
SVA Wealth Management's Potash Corp Of Saskatchewan position peaked at $993K in Q2 2015.
499 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q2 2016.

Based on SVA Wealth Management's 13F filing for Q2 2016, filed 12 Aug 2016.