Creative Planning’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 |
-42,317
| Closed | -$874K | – | 2192 |
|
|
2017
Q4 | $874K | Sell |
42,317
-6,587
| -13% | -$128K | ﹤0.01% | 809 |
|
|
2017
Q3 | $941K | Buy |
48,904
+7,551
| +18% | +$135K | ﹤0.01% | 745 |
|
|
2017
Q2 | $674K | Sell |
41,353
-5,288
| -11% | -$87.5K | ﹤0.01% | 870 |
|
|
2017
Q1 | $797K | Buy |
46,641
+1,009
| +2% | +$18.3K | ﹤0.01% | 760 |
|
|
2016
Q4 | $825K | Sell |
45,632
-25,185
| -36% | -$436K | 0.01% | 693 |
|
|
2016
Q3 | $1.16M | Buy |
70,817
+24,995
| +55% | +$413K | 0.01% | 543 |
|
|
2016
Q2 | $744K | Buy |
45,822
+551
| +1% | +$9.22K | 0.01% | 607 |
|
|
2016
Q1 | $771K | Sell |
45,271
-1,962
| -4% | -$33K | 0.01% | 579 |
|
|
2015
Q4 | $809K | Buy |
47,233
+10,762
| +30% | +$214K | 0.01% | 573 |
|
|
2015
Q3 | $749K | Buy |
36,471
+6,719
| +23% | +$176K | 0.01% | 577 |
|
|
2015
Q2 | $921K | Buy |
29,752
+8,627
| +41% | +$276K | 0.01% | 497 |
|
|
2015
Q1 | $681K | Sell |
21,125
-1,971
| -9% | -$69.3K | 0.01% | 609 |
|
|
2014
Q4 | $816K | Sell |
23,096
-1,314
| -5% | -$44.7K | 0.01% | 521 |
|
|
2014
Q3 | $844K | Buy |
24,410
+7,208
| +42% | +$255K | 0.01% | 462 |
|
|
2014
Q2 | $653K | Sell |
17,202
-266
| -2% | -$9.6K | 0.01% | 542 |
|
|
2014
Q1 | $633K | Buy |
17,468
+853
| +5% | +$28.7K | 0.01% | 527 |
|
|
2013
Q4 | $548K | Buy |
16,615
+289
| +2% | +$9.21K | 0.01% | 493 |
|
|
2013
Q3 | $511K | Buy |
16,326
+7,318
| +81% | +$243K | 0.01% | 443 |
|
|
2013
Q2 | $343K | Buy |
+9,008
| New | +$368K | 0.01% | 508 |
|
Other funds holding POT
Creative Planning's POT Position: Q1 2018 in Review
Creative Planning sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 42,317 shares — an estimated $874K sold.
Creative Planning first reported a position in POT in Q2 2013 and held it in 19 quarters. The position peaked at $1.16M in Q3 2016. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.
- Creative Planning reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
- Creative Planning sold 42,317 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $874K.
- Creative Planning first reported a position in Potash Corp Of Saskatchewan in Q2 2013 and held it in 19 quarters.
- Creative Planning's Potash Corp Of Saskatchewan position peaked at $1.16M in Q3 2016.
- 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.
Based on Creative Planning's 13F filing for Q1 2018, filed 18 Apr 2018.