Trutina Financial’s Potash Corp Of Saskatchewan POT Stock Holding History

Trutina Financial’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 Q4	$649K	Sell	35,856 -3,655	-9%	-$63.3K	0.85%	34
2016 Q3	$645K	Sell	39,511 -1,325	-3%	-$21.9K	0.83%	33
2016 Q2	$663K	Buy	40,836 +149	+0.4%	+$2.49K	0.81%	37
2016 Q1	$692K	Sell	40,687 -1,681	-4%	-$28.3K	0.77%	39
2015 Q4	$725K	Sell	42,368 -1,015	-2%	-$20.2K	0.9%	34
2015 Q3	$892K	Sell	43,383 -4,002	-8%	-$105K	0.97%	34
2015 Q2	$1.47M	Sell	47,385 -2,703	-5%	-$86.5K	1.29%	31
2015 Q1	$1.61M	Sell	50,088 -4,115	-8%	-$145K	1.33%	30
2014 Q4	$1.91M	Sell	54,203 -335	-0.6%	-$11.4K	1.53%	25
2014 Q3	$1.89M	Buy	54,538 +1,880	+4%	+$66.6K	1.41%	28
2014 Q2	$2M	Buy	52,658 +485	+0.9%	+$17.5K	1.48%	30
2014 Q1	$1.89M	Buy	52,173 +3,785	+8%	+$127K	1.4%	31
2013 Q4	$1.59M	Buy	48,388 +15,405	+47%	+$491K	1.37%	27
2013 Q3	$1.03M	Buy	+32,983	New	+$1.09M	1.01%	32

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JFL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Trutina Financial's POT Position: Q4 2016 in Review

Trutina Financial reduced its Potash Corp Of Saskatchewan (POT) stake by 9.3% in Q4 2016, selling an estimated $63.3K and leaving 35,856 shares worth $649K. The position accounts for 0.85% of the portfolio, ranked #34.

Trutina Financial first reported a position in POT in Q3 2013 and has held it in 14 quarters since. The position peaked at $2M in Q2 2014. 492 funds tracked by Wall St. Rank hold POT as of Q4 2016.

Trutina Financial held 35,856 shares of Potash Corp Of Saskatchewan worth $649K as of Q4 2016.
Trutina Financial sold 3,655 Potash Corp Of Saskatchewan shares in Q4 2016, an estimated $63.3K.
Potash Corp Of Saskatchewan made up 0.85% of Trutina Financial's portfolio in Q4 2016, its #34 holding.
Trutina Financial first reported a position in Potash Corp Of Saskatchewan in Q3 2013 and has held it in 14 quarters since.
Trutina Financial's Potash Corp Of Saskatchewan position peaked at $2M in Q2 2014.
492 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q4 2016.

Based on Trutina Financial's 13F filing for Q4 2016, filed 31 Jan 2017.