BA
POT

Broadview Advisors’s Potash Corp Of Saskatchewan POT Stock Holding History

Broadview 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
-87,725
Closed -$1.81M – 109
2017
Q4 		$1.81M Buy
87,725
+33,050
+60% +$641K 0.26% 80
2017
Q3 		$1.05M Sell
54,675
-25
-0% -$446 0.15% 85
2017
Q2 		$892K Sell
54,700
-200
-0.4% -$3.31K 0.13% 82
2017
Q1 		$938K Buy
54,900
+22,750
+71% +$412K 0.13% 87
2016
Q4 		$582K Buy
+32,150
New +$557K 0.08% 97

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

Broadview Advisors's POT Position: Q1 2018 in Review

Broadview Advisors sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 87,725 shares — an estimated $1.81M sold.

Broadview Advisors first reported a position in POT in Q4 2016 and held it in 5 quarters. The position peaked at $1.81M in Q4 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Broadview Advisors reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Broadview Advisors sold 87,725 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $1.81M.
  • Broadview Advisors first reported a position in Potash Corp Of Saskatchewan in Q4 2016 and held it in 5 quarters.
  • Broadview Advisors's Potash Corp Of Saskatchewan position peaked at $1.81M in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Broadview Advisors's 13F filing for Q1 2018, filed 11 May 2018.