Carson Wealth (CWM LLC)
POT

Carson Wealth (CWM LLC)’s Potash Corp Of Saskatchewan POT Stock Holding History

Carson Wealth (CWM LLC)’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
-486,295
Closed -$10M – 1633
2017
Q4 		$10M Sell
486,295
-96,612
-17% -$1.87M 0.45% 56
2017
Q3 		$11.2M Buy
582,907
+61,507
+12% +$1.1M 0.53% 50
2017
Q2 		$8.5M Sell
521,400
-12,001
-2% -$199K 0.44% 56
2017
Q1 		$9.11M Buy
533,401
+8,725
+2% +$158K 0.52% 47
2016
Q4 		$9.49M Buy
524,676
+187,309
+56% +$3.25M 0.58% 47
2016
Q3 		$5.51M Buy
337,367
+28,635
+9% +$473K 0.38% 78
2016
Q2 		$5.01M Buy
308,732
+34,042
+12% +$570K 0.37% 84
2016
Q1 		$4.67M Buy
274,690
+29,146
+12% +$490K 0.41% 79
2015
Q4 		$4.2M Buy
245,544
+54,263
+28% +$1.08M 0.41% 83
2015
Q3 		$3.93M Buy
191,281
+7,224
+4% +$189K 0.4% 88
2015
Q2 		$5.7M Buy
184,057
+9,227
+5% +$295K 0.55% 77
2015
Q1 		$5.64M Buy
174,830
+4,900
+3% +$172K 0.57% 67
2014
Q4 		$6M Buy
169,930
+25,505
+18% +$868K 0.73% 39
2014
Q3 		$4.99M Buy
144,425
+18,287
+14% +$648K 0.72% 39
2014
Q2 		$4.79M Buy
126,138
+20,960
+20% +$757K 0.86% 36
2014
Q1 		$3.81M Buy
105,178
+18,224
+21% +$613K 0.52% 51
2013
Q4 		$2.87M Buy
86,954
+9,972
+13% +$318K 0.45% 52
2013
Q3 		$2.41M Buy
+76,982
New +$2.55M 0.63% 42

Other funds holding POT

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $680M AUM 30.75% 1-Year Est. Return

Carson Wealth (CWM LLC)'s POT Position: Q1 2018 in Review

Carson Wealth (CWM LLC) sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 486,295 shares — an estimated $10M sold.

Carson Wealth (CWM LLC) first reported a position in POT in Q3 2013 and held it in 18 quarters. The position peaked at $11.2M in Q3 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 486,295 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $10M.
  • Carson Wealth (CWM LLC) first reported a position in Potash Corp Of Saskatchewan in Q3 2013 and held it in 18 quarters.
  • Carson Wealth (CWM LLC)'s Potash Corp Of Saskatchewan position peaked at $11.2M in Q3 2017.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2018, filed 26 Apr 2018.