Fusion Family Wealth’s Potash Corp Of Saskatchewan POT Stock Holding History

Fusion Family Wealth’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	-1,500	Closed	-$31K	–	297
2017 Q4	$31K	Buy	+1,500	New	+$29.1K	0.01%	163
2017 Q3	–	Sell	-1,500	Closed	-$24K	–	320
2017 Q2	$24K	Hold	1,500	–	–	0.01%	160
2017 Q1	$26K	Hold	1,500	–	–	0.01%	151
2016 Q4	$28K	Buy	+1,500	New	+$26K	0.02%	160

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

Fusion Family Wealth's POT Position: Q1 2018 in Review

Fusion Family Wealth sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 1,500 shares — an estimated $31K sold.

Fusion Family Wealth first reported a position in POT in Q4 2016 and held it in 4 quarters. The position peaked at $31K in Q4 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

Fusion Family Wealth reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
Fusion Family Wealth sold 1,500 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $31K.
Fusion Family Wealth first reported a position in Potash Corp Of Saskatchewan in Q4 2016 and held it in 4 quarters.
Fusion Family Wealth's Potash Corp Of Saskatchewan position peaked at $31K in Q4 2017.
3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Fusion Family Wealth's 13F filing for Q1 2018, filed 2 May 2018.