FPFS
POT

First Personal Financial Services’s Potash Corp Of Saskatchewan POT Stock Holding History

First Personal Financial Services’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
-108,279
Closed -$2.24M – 1108
2017
Q4 		$2.24M Sell
108,279
-3,296
-3% -$63.9K 0.44% 70
2017
Q3 		$2.15M Sell
111,575
-1,991
-2% -$35.5K 0.45% 68
2017
Q2 		$1.85M Sell
113,566
-874
-0.8% -$14.5K 0.41% 72
2017
Q1 		$1.96M Buy
114,440
+47,719
+72% +$865K 0.47% 67
2016
Q4 		$1.21M Sell
66,721
-651
-1% -$11.3K 0.32% 77
2016
Q3 		$1.1M Buy
67,372
+25,858
+62% +$427K 0.32% 79
2016
Q2 		$674K Buy
41,514
+3,213
+8% +$53.8K 0.23% 93
2016
Q1 		$652K Buy
38,301
+2,024
+6% +$34K 0.32% 76
2015
Q4 		$621K Buy
36,277
+2,360
+7% +$47K 0.35% 75
2015
Q3 		$697K Buy
33,917
+246
+0.7% +$6.45K 0.42% 71
2015
Q2 		$1.04M Buy
33,671
+6,119
+22% +$196K 0.62% 56
2015
Q1 		$889K Buy
27,552
+2,377
+9% +$83.6K 0.54% 63
2014
Q4 		$889K Buy
+25,175
New +$857K 0.52% 64

Other funds holding POT

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return

First Personal Financial Services's POT Position: Q1 2018 in Review

First Personal Financial Services sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 108,279 shares — an estimated $2.24M sold.

First Personal Financial Services first reported a position in POT in Q4 2014 and held it in 13 quarters. The position peaked at $2.24M in Q4 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • First Personal Financial Services reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • First Personal Financial Services sold 108,279 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $2.24M.
  • First Personal Financial Services first reported a position in Potash Corp Of Saskatchewan in Q4 2014 and held it in 13 quarters.
  • First Personal Financial Services's Potash Corp Of Saskatchewan position peaked at $2.24M in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on First Personal Financial Services's 13F filing for Q1 2018, filed 10 May 2018.