GIM
POT

Guardian Investment Management’s Potash Corp Of Saskatchewan POT Stock Holding History

Guardian Investment 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
-29,900
Closed -$617K – 59
2017
Q4 		$617K Sell
29,900
-5,200
-15% -$101K 0.65% 44
2017
Q3 		$675K Sell
35,100
-1,300
-4% -$23.2K 0.75% 40
2017
Q2 		$593K Sell
36,400
-1,500
-4% -$24.8K 0.66% 46
2017
Q1 		$647K Buy
37,900
+2,100
+6% +$38.1K 0.7% 43
2016
Q4 		$647K Sell
35,800
-5,540
-13% -$96K 0.75% 42
2016
Q3 		$671K Hold
41,340
– – 0.75% 44
2016
Q2 		$671K Sell
41,340
-9,390
-19% -$157K 0.75% 44
2016
Q1 		$864K Buy
50,730
+1,000
+2% +$16.8K 0.99% 37
2015
Q4 		$852K Buy
49,730
+3,294
+7% +$65.5K 0.91% 44
2015
Q3 		$1.17M Sell
46,436
-3,564
-7% -$93.4K 1.29% 32
2015
Q2 		$1.56M Buy
50,000
+15,000
+43% +$480K 1.74% 22
2015
Q1 		$1.13M Hold
35,000
– – 1.25% 34
2014
Q4 		$1.77M Buy
35,000
+5,000
+17% +$170K 1.86% 16
2014
Q3 		$1.09M Sell
30,000
-5,000
-14% -$177K 1.26% 36
2014
Q2 		$1.33M Buy
35,000
+5,000
+17% +$180K 1.45% 26
2014
Q1 		$1.09M Sell
30,000
-5,000
-14% -$168K 1.26% 36
2013
Q4 		$1.15M Buy
35,000
+20,000
+133% +$637K 1.28% 33
2013
Q3 		$469K Buy
+15,000
New +$497K 0.64% 48

Other funds holding POT

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
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

Guardian Investment Management's POT Position: Q1 2018 in Review

Guardian Investment Management sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 29,900 shares — an estimated $617K sold.

Guardian Investment Management first reported a position in POT in Q3 2013 and held it in 18 quarters. The position peaked at $1.77M in Q4 2014. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Guardian Investment Management reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Guardian Investment Management sold 29,900 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $617K.
  • Guardian Investment Management first reported a position in Potash Corp Of Saskatchewan in Q3 2013 and held it in 18 quarters.
  • Guardian Investment Management's Potash Corp Of Saskatchewan position peaked at $1.77M in Q4 2014.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Guardian Investment Management's 13F filing for Q1 2018, filed 11 May 2018.