BLAM
POT

Bourne Lent Asset Management’s Potash Corp Of Saskatchewan POT Stock Holding History

Bourne Lent Asset 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
-124,018
Closed -$2.56M – 59
2017
Q4 		$2.56M Sell
124,018
-2,000
-2% -$38.8K 1.38% 14
2017
Q3 		$2.42M Sell
126,018
-600
-0.5% -$10.7K 1.25% 14
2017
Q2 		$2.06M Sell
126,618
-14,982
-11% -$248K 1.13% 16
2017
Q1 		$2.42M Buy
141,600
+4,100
+3% +$74.3K 1.32% 15
2016
Q4 		$2.49M Buy
137,500
+59,705
+77% +$1.03M 1.48% 15
2016
Q3 		$1.27M Buy
77,795
+2,400
+3% +$39.6K 0.94% 19
2016
Q2 		$1.22M Buy
75,395
+21,425
+40% +$359K 0.96% 20
2016
Q1 		$919K Buy
53,970
+8,350
+18% +$140K 0.74% 22
2015
Q4 		$781K Sell
45,620
-23,425
-34% -$466K 0.59% 23
2015
Q3 		$1.42M Buy
69,045
+26,150
+61% +$686K 1.17% 13
2015
Q2 		$1.33M Buy
42,895
+3,050
+8% +$97.7K 1.04% 16
2015
Q1 		$1.28M Buy
+39,845
New +$1.4M 0.97% 16

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

Bourne Lent Asset Management's POT Position: Q1 2018 in Review

Bourne Lent Asset Management sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 124,018 shares — an estimated $2.56M sold.

Bourne Lent Asset Management first reported a position in POT in Q1 2015 and held it in 12 quarters. The position peaked at $2.56M in Q4 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Bourne Lent Asset Management reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Bourne Lent Asset Management sold 124,018 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $2.56M.
  • Bourne Lent Asset Management first reported a position in Potash Corp Of Saskatchewan in Q1 2015 and held it in 12 quarters.
  • Bourne Lent Asset Management's Potash Corp Of Saskatchewan position peaked at $2.56M in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Bourne Lent Asset Management's 13F filing for Q1 2018, filed 20 Apr 2018.