BHIA
POT

Birch Hill Investment Advisors’s Potash Corp Of Saskatchewan POT Stock Holding History

Birch Hill Investment Advisors’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
-661,278
Closed -$13.7M – 146
2017
Q4 		$13.7M Buy
661,278
+25,425
+4% +$493K 1.13% 31
2017
Q3 		$12.2M Buy
635,853
+362,973
+133% +$6.47M 1.06% 31
2017
Q2 		$4.45M Sell
272,880
-23,600
-8% -$391K 0.39% 46
2017
Q1 		$5.06M Sell
296,480
-3,350
-1% -$60.7K 0.43% 45
2016
Q4 		$5.42M Sell
299,830
-23,325
-7% -$404K 0.49% 43
2016
Q3 		$5.27M Buy
323,155
+82,800
+34% +$1.37M 0.49% 46
2016
Q2 		$3.9M Buy
240,355
+76,780
+47% +$1.28M 0.38% 46
2016
Q1 		$2.78M Sell
163,575
-8,500
-5% -$143K 0.29% 54
2015
Q4 		$2.95M Buy
172,075
+30,300
+21% +$603K 0.31% 53
2015
Q3 		$2.91M Buy
141,775
+30,950
+28% +$812K 0.32% 56
2015
Q2 		$3.43M Buy
110,825
+17,000
+18% +$544K 0.35% 53
2015
Q1 		$3.03M Buy
93,825
+82,525
+730% +$2.9M 0.31% 58
2014
Q4 		$399K Buy
+11,300
New +$385K 0.04% 110

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

Birch Hill Investment Advisors's POT Position: Q1 2018 in Review

Birch Hill Investment Advisors sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 661,278 shares — an estimated $13.7M sold.

Birch Hill Investment Advisors first reported a position in POT in Q4 2014 and held it in 13 quarters. The position peaked at $13.7M in Q4 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Birch Hill Investment Advisors reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 661,278 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $13.7M.
  • Birch Hill Investment Advisors first reported a position in Potash Corp Of Saskatchewan in Q4 2014 and held it in 13 quarters.
  • Birch Hill Investment Advisors's Potash Corp Of Saskatchewan position peaked at $13.7M in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Birch Hill Investment Advisors's 13F filing for Q1 2018, filed 15 May 2018.