WFG
POT

Wills Financial Group’s Potash Corp Of Saskatchewan POT Stock Holding History

Wills Financial Group’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
Q3 		– Sell
-35,619
Closed -$581K – 75
2017
Q2 		$581K Sell
35,619
-10,308
-22% -$171K 0.43% 49
2017
Q1 		$784K Sell
45,927
-1,520
-3% -$27.5K 0.6% 44
2016
Q4 		$858K Sell
47,447
-7,026
-13% -$122K 0.7% 41
2016
Q3 		$889K Sell
54,473
-6,093
-10% -$101K 0.78% 37
2016
Q2 		$984K Sell
60,566
-560
-0.9% -$9.37K 0.82% 41
2016
Q1 		$1.04M Buy
61,126
+192
+0.3% +$3.23K 0.9% 39
2015
Q4 		$1.04M Sell
60,934
-6,855
-10% -$136K 0.92% 37
2015
Q3 		$1.39M Buy
67,789
+1,420
+2% +$37.2K 1.29% 29
2015
Q2 		$2.06M Buy
66,369
+3,524
+6% +$113K 1.75% 19
2015
Q1 		$2.03M Buy
62,845
+3,799
+6% +$134K 1.67% 20
2014
Q4 		$2.08M Sell
59,046
-1,194
-2% -$40.7K 1.69% 20
2014
Q3 		$2.08M Buy
60,240
+1,600
+3% +$56.7K 1.76% 22
2014
Q2 		$2.23M Buy
58,640
+4,698
+9% +$170K 1.85% 21
2014
Q1 		$1.95M Buy
53,942
+9,062
+20% +$305K 1.86% 18
2013
Q4 		$1.48M Buy
+44,880
New +$1.43M 1.52% 24

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Wills Financial Group's POT Position: Q3 2017 in Review

Wills Financial Group sold out of Potash Corp Of Saskatchewan (POT) in Q3 2017, closing a stake of 35,619 shares — an estimated $581K sold.

Wills Financial Group first reported a position in POT in Q4 2013 and held it in 15 quarters. The position peaked at $2.23M in Q2 2014. 439 funds tracked by Wall St. Rank hold POT as of Q3 2017.

  • Wills Financial Group reported no remaining Potash Corp Of Saskatchewan position as of Q3 2017 after selling out during the quarter.
  • Wills Financial Group sold 35,619 Potash Corp Of Saskatchewan shares in Q3 2017, an estimated $581K.
  • Wills Financial Group first reported a position in Potash Corp Of Saskatchewan in Q4 2013 and held it in 15 quarters.
  • Wills Financial Group's Potash Corp Of Saskatchewan position peaked at $2.23M in Q2 2014.
  • 439 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q3 2017.

Based on Wills Financial Group's 13F filing for Q3 2017, filed 14 Nov 2017.