FWM
POT

Focused Wealth Management’s Potash Corp Of Saskatchewan POT Stock Holding History

Focused Wealth Management’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
-1,442
Closed -$30K – 773
2017
Q4 		$30K Sell
1,442
-1,013
-41% -$19.6K 0.01% 346
2017
Q3 		$47K Buy
2,455
+426
+21% +$7.59K 0.02% 241
2017
Q2 		$33K Buy
2,029
+600
+42% +$9.93K 0.01% 328
2017
Q1 		$24K Sell
1,429
-991
-41% -$18K 0.01% 356
2016
Q4 		$44K Sell
2,420
-802
-25% -$13.9K 0.02% 286
2016
Q3 		$53K Buy
3,222
+12
+0.4% +$198 0.02% 265
2016
Q2 		$52K Buy
3,210
+407
+15% +$6.81K 0.02% 257
2016
Q1 		$48K Buy
2,803
+1,203
+75% +$20.2K 0.03% 197
2015
Q4 		$27K Buy
+1,600
New +$31.8K 0.02% 287
2014
Q3 		– Sell
-135
Closed -$5K – 736
2014
Q2 		$5K Hold
135
– – ﹤0.01% 524
2014
Q1 		$5K Hold
135
– – ﹤0.01% 499
2013
Q4 		$4K Hold
135
– – ﹤0.01% 514
2013
Q3 		$4K Buy
+135
New +$4.47K ﹤0.01% 486

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

Focused Wealth Management's POT Position: Q1 2018 in Review

Focused Wealth Management sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 1,442 shares — an estimated $30K sold.

Focused Wealth Management first reported a position in POT in Q3 2013 and held it in 13 quarters. The position peaked at $53K in Q3 2016. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Focused Wealth Management reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Focused Wealth Management sold 1,442 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $30K.
  • Focused Wealth Management first reported a position in Potash Corp Of Saskatchewan in Q3 2013 and held it in 13 quarters.
  • Focused Wealth Management's Potash Corp Of Saskatchewan position peaked at $53K in Q3 2016.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Focused Wealth Management's 13F filing for Q1 2018, filed 7 May 2018.