WBH Advisory’s Potash Corp Of Saskatchewan POT Stock Holding History

WBH Advisory’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	–	Sell	-5,986	Closed	-$227K	–	219
2014 Q2	$227K	Sell	5,986 -50	-0.8%	-$1.8K	0.09%	193
2014 Q1	$218K	Sell	6,036 -4,329	-42%	-$146K	0.09%	196
2013 Q4	$341K	Sell	10,365 -5,350	-34%	-$171K	0.14%	150
2013 Q3	$492K	Buy	15,715 +1,665	+12%	+$55.2K	0.22%	113
2013 Q2	$535K	Buy	+14,050	New	+$574K	0.25%	105

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

WBH Advisory's POT Position: Q3 2014 in Review

WBH Advisory sold out of Potash Corp Of Saskatchewan (POT) in Q3 2014, closing a stake of 5,986 shares — an estimated $227K sold.

WBH Advisory first reported a position in POT in Q2 2013 and held it in 5 quarters. The position peaked at $535K in Q2 2013. 548 funds tracked by Wall St. Rank hold POT as of Q3 2014.

WBH Advisory reported no remaining Potash Corp Of Saskatchewan position as of Q3 2014 after selling out during the quarter.
WBH Advisory sold 5,986 Potash Corp Of Saskatchewan shares in Q3 2014, an estimated $227K.
WBH Advisory first reported a position in Potash Corp Of Saskatchewan in Q2 2013 and held it in 5 quarters.
WBH Advisory's Potash Corp Of Saskatchewan position peaked at $535K in Q2 2013.
548 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q3 2014.

Based on WBH Advisory's 13F filing for Q3 2014, filed 17 Oct 2014.