Carroll Financial Associates’s Potash Corp Of Saskatchewan POT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,166
| Closed | -$24K | – | 1393 |
|
|
2017
Q4 | $24K | Buy |
1,166
+1
| +0.1% | +$19 | ﹤0.01% | 621 |
|
|
2017
Q3 | $22K | Buy |
1,165
+1
| +0.1% | +$18 | ﹤0.01% | 640 |
|
|
2017
Q2 | $18K | Sell |
1,164
-98
| -8% | -$1.62K | ﹤0.01% | 710 |
|
|
2017
Q1 | $21K | Sell |
1,262
-99
| -7% | -$1.79K | ﹤0.01% | 653 |
|
|
2016
Q4 | $24K | Sell |
1,361
-257
| -16% | -$4.45K | ﹤0.01% | 600 |
|
|
2016
Q3 | $26K | Buy |
1,618
+4
| +0.2% | +$66 | ﹤0.01% | 593 |
|
|
2016
Q2 | $26K | Sell |
1,614
-197
| -11% | -$3.3K | ﹤0.01% | 569 |
|
|
2016
Q1 | $30K | Buy |
1,811
+724
| +67% | +$12.2K | 0.01% | 523 |
|
|
2015
Q4 | $18K | Sell |
1,087
-500
| -32% | -$9.95K | ﹤0.01% | 617 |
|
|
2015
Q3 | $33K | Buy |
1,587
+525
| +49% | +$13.8K | 0.01% | 474 |
|
|
2015
Q2 | $33K | Hold |
1,062
| – | – | 0.01% | 451 |
|
|
2015
Q1 | $34K | Sell |
1,062
-540
| -34% | -$19K | 0.01% | 337 |
|
|
2014
Q4 | $58K | Buy |
1,602
+350
| +28% | +$11.9K | 0.04% | 228 |
|
|
2014
Q3 | $41K | Sell |
1,252
-737
| -37% | -$26.1K | 0.01% | 341 |
|
|
2014
Q2 | $76K | Buy |
1,989
+18
| +0.9% | +$650 | 0.02% | 259 |
|
|
2014
Q1 | $71K | Buy |
1,971
+9
| +0.5% | +$303 | 0.02% | 250 |
|
|
2013
Q4 | $64K | Buy |
1,962
+159
| +9% | +$5.07K | 0.02% | 251 |
|
|
2013
Q3 | $56K | Buy |
1,803
+1,775
| +6,339% | +$58.8K | 0.02% | 269 |
|
|
2013
Q2 | $1K | Buy |
+28
| New | +$1.14K | ﹤0.01% | 597 |
|
Other funds holding POT
Carroll Financial Associates's POT Position: Q1 2018 in Review
Carroll Financial Associates sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 1,166 shares — an estimated $24K sold.
Carroll Financial Associates first reported a position in POT in Q2 2013 and held it in 19 quarters. The position peaked at $76K in Q2 2014. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.
- Carroll Financial Associates reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
- Carroll Financial Associates sold 1,166 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $24K.
- Carroll Financial Associates first reported a position in Potash Corp Of Saskatchewan in Q2 2013 and held it in 19 quarters.
- Carroll Financial Associates's Potash Corp Of Saskatchewan position peaked at $76K in Q2 2014.
- 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.
Based on Carroll Financial Associates's 13F filing for Q1 2018, filed 6 Apr 2018.