WealthPLAN Partners’s Potash Corp Of Saskatchewan POT Stock Holding History

WealthPLAN Partners’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	-1,423	Closed	-$24K	–	483
2017 Q1	$24K	Buy	+1,423	New	+$25.8K	0.08%	168
2016 Q3	$30.3K	Sell	1,892 -4,124	-69%	-$68.1K	0.01%	413
2016 Q2	$42.5K	Buy	+6,016	New	+$101K	0.01%	992
2015 Q4	$2.92K	Buy	+1,282	New	+$25.5K	﹤0.01%	1447
2015 Q2	$1.3M	Buy	41,917 +12,967	+45%	+$415K	0.57%	27
2015 Q1	$930K	Buy	+28,950	New	+$1.02M	0.43%	48

Other funds holding POT

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

WealthPLAN Partners's POT Position: Q2 2017 in Review

WealthPLAN Partners sold out of Potash Corp Of Saskatchewan (POT) in Q2 2017, closing a stake of 1,423 shares — an estimated $24K sold.

WealthPLAN Partners first reported a position in POT in Q1 2015 and held it in 6 quarters. The position peaked at $1.3M in Q2 2015. 443 funds tracked by Wall St. Rank hold POT as of Q2 2017.

WealthPLAN Partners reported no remaining Potash Corp Of Saskatchewan position as of Q2 2017 after selling out during the quarter.
WealthPLAN Partners sold 1,423 Potash Corp Of Saskatchewan shares in Q2 2017, an estimated $24K.
WealthPLAN Partners first reported a position in Potash Corp Of Saskatchewan in Q1 2015 and held it in 6 quarters.
WealthPLAN Partners's Potash Corp Of Saskatchewan position peaked at $1.3M in Q2 2015.
443 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.