Avalon Investment & Advisory’s Potash Corp Of Saskatchewan POT Stock Holding History

Avalon Investment & Advisory’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	-43,103	Closed	-$890K	–	381
2017 Q4	$890K	Buy	43,103 +1,586	+4%	+$30.7K	0.03%	267
2017 Q3	$799K	Buy	41,517 +16,787	+68%	+$299K	0.03%	277
2017 Q2	$403K	Sell	24,730 -6,537	-21%	-$108K	0.01%	340
2017 Q1	$534K	Sell	31,267 -1,254	-4%	-$22.7K	0.02%	305
2016 Q4	$588K	Buy	+32,521	New	+$564K	0.02%	277
2015 Q3	–	Sell	-353,472	Closed	-$10.9M	–	282
2015 Q2	$10.9M	Sell	353,472 -1,411	-0.4%	-$45.2K	0.47%	96
2015 Q1	$11.4M	Buy	+354,883	New	+$12.5M	0.5%	94

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

Avalon Investment & Advisory's POT Position: Q1 2018 in Review

Avalon Investment & Advisory sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 43,103 shares — an estimated $890K sold.

Avalon Investment & Advisory first reported a position in POT in Q1 2015 and held it in 7 quarters. The position peaked at $11.4M in Q1 2015. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

Avalon Investment & Advisory reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
Avalon Investment & Advisory sold 43,103 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $890K.
Avalon Investment & Advisory first reported a position in Potash Corp Of Saskatchewan in Q1 2015 and held it in 7 quarters.
Avalon Investment & Advisory's Potash Corp Of Saskatchewan position peaked at $11.4M in Q1 2015.
3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Avalon Investment & Advisory's 13F filing for Q1 2018, filed 15 May 2018.