Creative Financial Designs’s Potash Corp Of Saskatchewan POT Stock Holding History

Creative Financial Designs’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	-895	Closed	-$18K	–	799
2017 Q4	$18K	Buy	895 +95	+12%	+$1.84K	0.01%	335
2017 Q3	$15K	Sell	800 -138	-15%	-$2.46K	0.01%	373
2017 Q2	$15K	Buy	938 +1	+0.1%	+$17	0.01%	368
2017 Q1	$16K	Hold	937	–	–	0.01%	351
2016 Q4	$17K	Buy	+937	New	+$16.2K	0.01%	341

Other funds holding POT

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Creative Financial Designs's POT Position: Q1 2018 in Review

Creative Financial Designs sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 895 shares — an estimated $18K sold.

Creative Financial Designs first reported a position in POT in Q4 2016 and held it in 5 quarters. The position peaked at $18K in Q4 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

Creative Financial Designs reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
Creative Financial Designs sold 895 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $18K.
Creative Financial Designs first reported a position in Potash Corp Of Saskatchewan in Q4 2016 and held it in 5 quarters.
Creative Financial Designs's Potash Corp Of Saskatchewan position peaked at $18K in Q4 2017.
3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Creative Financial Designs's 13F filing for Q1 2018, filed 2 May 2018.