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

WMS 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
2015 Q3	–	Sell	-47,440	Closed	-$1.47M	–	275
2015 Q2	$1.47M	Buy	47,440 +75	+0.2%	+$2.4K	0.17%	97
2015 Q1	$1.53M	Buy	+47,365	New	+$1.67M	0.19%	92
2014 Q4	–	Sell	-18,830	Closed	-$651K	–	256
2014 Q3	$651K	Hold	18,830	–	–	0.1%	117
2014 Q2	$714K	Sell	18,830 -126	-0.7%	-$4.55K	0.11%	112
2014 Q1	$687K	Hold	18,956	–	–	0.11%	106
2013 Q4	$625K	Buy	18,956 +6,176	+48%	+$197K	0.1%	103
2013 Q3	$400K	Sell	12,780 -2,700	-17%	-$89.5K	0.08%	125
2013 Q2	$590K	Buy	+15,480	New	+$632K	0.11%	102

Other funds holding POT

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

GTP

Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

WMS Partners's POT Position: Q3 2015 in Review

WMS Partners sold out of Potash Corp Of Saskatchewan (POT) in Q3 2015, closing a stake of 47,440 shares — an estimated $1.47M sold.

WMS Partners first reported a position in POT in Q2 2013 and held it in 8 quarters. The position peaked at $1.53M in Q1 2015. 514 funds tracked by Wall St. Rank hold POT as of Q3 2015.

WMS Partners reported no remaining Potash Corp Of Saskatchewan position as of Q3 2015 after selling out during the quarter.
WMS Partners sold 47,440 Potash Corp Of Saskatchewan shares in Q3 2015, an estimated $1.47M.
WMS Partners first reported a position in Potash Corp Of Saskatchewan in Q2 2013 and held it in 8 quarters.
WMS Partners's Potash Corp Of Saskatchewan position peaked at $1.53M in Q1 2015.
514 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q3 2015.

Based on WMS Partners's 13F filing for Q3 2015, filed 12 Nov 2015.