HT
POT

Heritage Trust’s Potash Corp Of Saskatchewan POT Stock Holding History

Heritage Trust’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
-300
Closed -$6K – 415
2017
Q4 		$6K Hold
300
– – ﹤0.01% 317
2017
Q3 		$6K Hold
300
– – ﹤0.01% 318
2017
Q2 		$5K Hold
300
– – ﹤0.01% 277
2017
Q1 		$5K Buy
+300
New +$5.44K ﹤0.01% 285

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

Heritage Trust's POT Position: Q1 2018 in Review

Heritage Trust sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 300 shares — an estimated $6K sold.

Heritage Trust first reported a position in POT in Q1 2017 and held it in 4 quarters. The position peaked at $6K in Q4 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Heritage Trust reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Heritage Trust sold 300 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $6K.
  • Heritage Trust first reported a position in Potash Corp Of Saskatchewan in Q1 2017 and held it in 4 quarters.
  • Heritage Trust's Potash Corp Of Saskatchewan position peaked at $6K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Heritage Trust's 13F filing for Q1 2018, filed 14 May 2018.