BG
POT

Bollard Group’s Potash Corp Of Saskatchewan POT Stock Holding History

Bollard Group’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
-268,541
Closed -$5.54M – 271
2017
Q4 		$5.54M Buy
268,541
+4,929
+2% +$95.6K 0.27% 46
2017
Q3 		$5.07M Sell
263,612
-5,096
-2% -$90.8K 0.27% 51
2017
Q2 		$4.38M Buy
268,708
+2,281
+0.9% +$37.8K 0.24% 62
2017
Q1 		$4.55M Buy
266,427
+31,312
+13% +$567K 0.26% 59
2016
Q4 		$4.25M Buy
235,115
+3,213
+1% +$55.7K 0.28% 56
2016
Q3 		$3.79M Buy
231,902
+216,381
+1,394% +$3.57M 0.24% 60
2016
Q2 		$252K Buy
15,521
+187
+1% +$3.13K 0.02% 177
2016
Q1 		$261K Buy
15,334
+283
+2% +$4.76K 0.02% 171
2015
Q4 		$258K Sell
15,051
-61,126
-80% -$1.22M 0.02% 175
2015
Q3 		$1.56M Sell
76,177
-2,098
-3% -$55K 0.13% 104
2015
Q2 		$2.42M Buy
78,275
+5,608
+8% +$180K 0.18% 77
2015
Q1 		$2.34M Buy
72,667
+5,959
+9% +$210K 0.17% 83
2014
Q4 		$2.36M Buy
66,708
+995
+2% +$33.9K 0.21% 72
2014
Q3 		$2.27M Buy
65,713
+4,534
+7% +$161K 0.21% 75
2014
Q2 		$2.32M Buy
61,179
+364
+0.6% +$13.1K 0.22% 66
2014
Q1 		$2.2M Buy
60,815
+2,221
+4% +$74.7K 0.22% 61
2013
Q4 		$1.93M Buy
+58,594
New +$1.87M 0.21% 64

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

Bollard Group's POT Position: Q1 2018 in Review

Bollard Group sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 268,541 shares — an estimated $5.54M sold.

Bollard Group first reported a position in POT in Q4 2013 and held it in 17 quarters. The position peaked at $5.54M in Q4 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Bollard Group reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Bollard Group sold 268,541 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $5.54M.
  • Bollard Group first reported a position in Potash Corp Of Saskatchewan in Q4 2013 and held it in 17 quarters.
  • Bollard Group's Potash Corp Of Saskatchewan position peaked at $5.54M in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Bollard Group's 13F filing for Q1 2018, filed 14 May 2018.