AWM
POT

Avior Wealth Management’s Potash Corp Of Saskatchewan POT Stock Holding History

Avior Wealth Management’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
-298
Closed -$6K – 854
2017
Q4 		$6K Buy
298
+147
+97% +$2.85K ﹤0.01% 642
2017
Q3 		$3K Buy
+151
New +$2.69K ﹤0.01% 444

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

Avior Wealth Management's POT Position: Q1 2018 in Review

Avior Wealth Management sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 298 shares — an estimated $6K sold.

Avior Wealth Management first reported a position in POT in Q3 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Avior Wealth Management reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Avior Wealth Management sold 298 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $6K.
  • Avior Wealth Management first reported a position in Potash Corp Of Saskatchewan in Q3 2017 and held it in 2 quarters.
  • Avior Wealth Management's Potash Corp Of Saskatchewan position peaked at $6K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Avior Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.