TW
POT

Transform Wealth’s Potash Corp Of Saskatchewan POT Stock Holding History

Transform Wealth’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
2017
Q2 		– Sell
-15,300
Closed -$261K – 207
2017
Q1 		$261K Hold
15,300
– – 0.1% 190
2016
Q4 		$277K Buy
15,300
+4,500
+42% +$78K 0.11% 182
2016
Q3 		$176K Sell
10,800
-4,500
-29% -$74.3K 0.08% 197
2016
Q2 		$248K Buy
+15,300
New +$256K 0.1% 190

Other funds holding POT

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Transform Wealth's POT Position: Q2 2017 in Review

Transform Wealth sold out of Potash Corp Of Saskatchewan (POT) in Q2 2017, closing a stake of 15,300 shares — an estimated $261K sold.

Transform Wealth first reported a position in POT in Q2 2016 and held it in 4 quarters. The position peaked at $277K in Q4 2016. 443 funds tracked by Wall St. Rank hold POT as of Q2 2017.

  • Transform Wealth reported no remaining Potash Corp Of Saskatchewan position as of Q2 2017 after selling out during the quarter.
  • Transform Wealth sold 15,300 Potash Corp Of Saskatchewan shares in Q2 2017, an estimated $261K.
  • Transform Wealth first reported a position in Potash Corp Of Saskatchewan in Q2 2016 and held it in 4 quarters.
  • Transform Wealth's Potash Corp Of Saskatchewan position peaked at $277K in Q4 2016.
  • 443 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q2 2017.

Based on Transform Wealth's 13F filing for Q2 2017, filed 2 Aug 2017.