ADL
POT

Asset Dedication LLC’s Potash Corp Of Saskatchewan POT Stock Holding History

Asset Dedication LLC’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
2018
Q1 		– Sell
-505
Closed -$10K – 576
2017
Q4 		$10K Buy
+505
New +$9.79K ﹤0.01% 363

Other funds holding POT

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return

Asset Dedication LLC's POT Position: Q1 2018 in Review

Asset Dedication LLC sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 505 shares — an estimated $10K sold.

Asset Dedication LLC first reported a position in POT in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Asset Dedication LLC reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Asset Dedication LLC sold 505 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $10K.
  • Asset Dedication LLC first reported a position in Potash Corp Of Saskatchewan in Q4 2017 and held it in 1 quarter.
  • Asset Dedication LLC's Potash Corp Of Saskatchewan position peaked at $10K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Asset Dedication LLC's 13F filing for Q1 2018, filed 19 Apr 2018.