AssetMark Inc’s Potash Corp Of Saskatchewan POT Stock Holding History

AssetMark Inc’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	-2,810	Closed	-$58K	–	2277
2017 Q4	$58K	Sell	2,810 -68	-2%	-$1.32K	﹤0.01%	747
2017 Q3	$55K	Buy	2,878 +1,696	+143%	+$30.2K	﹤0.01%	681
2017 Q2	$19K	Hold	1,182	–	–	﹤0.01%	925
2017 Q1	$20K	Sell	1,182 -15,467	-93%	-$280K	﹤0.01%	872
2016 Q4	$301K	Buy	16,649 +344	+2%	+$5.96K	﹤0.01%	367
2016 Q3	$266K	Buy	16,305 +15,255	+1,453%	+$252K	﹤0.01%	361
2016 Q2	$17K	Hold	1,050	–	–	﹤0.01%	886
2016 Q1	$18K	Hold	1,050	–	–	﹤0.01%	775
2015 Q4	$18K	Buy	+1,050	New	+$20.9K	﹤0.01%	818

Other funds holding POT

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

SFG

SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return

AssetMark Inc's POT Position: Q1 2018 in Review

AssetMark Inc sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 2,810 shares — an estimated $58K sold.

AssetMark Inc first reported a position in POT in Q4 2015 and held it in 9 quarters. The position peaked at $301K in Q4 2016. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

AssetMark Inc reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
AssetMark Inc sold 2,810 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $58K.
AssetMark Inc first reported a position in Potash Corp Of Saskatchewan in Q4 2015 and held it in 9 quarters.
AssetMark Inc's Potash Corp Of Saskatchewan position peaked at $301K in Q4 2016.
3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on AssetMark Inc's 13F filing for Q1 2018, filed 16 May 2018.