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

Institute for 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	-18,344	Closed	-$375K	–	425
2017 Q4	$375K	Sell	18,344 -5,057	-22%	-$98K	0.09%	267
2017 Q3	$458K	Sell	23,401 -475	-2%	-$8.47K	0.15%	189
2017 Q2	$389K	Buy	+23,876	New	+$395K	0.11%	268

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

Institute for Wealth Management's POT Position: Q1 2018 in Review

Institute for Wealth Management sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 18,344 shares — an estimated $375K sold.

Institute for Wealth Management first reported a position in POT in Q2 2017 and held it in 3 quarters. The position peaked at $458K in Q3 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

Institute for Wealth Management reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
Institute for Wealth Management sold 18,344 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $375K.
Institute for Wealth Management first reported a position in Potash Corp Of Saskatchewan in Q2 2017 and held it in 3 quarters.
Institute for Wealth Management's Potash Corp Of Saskatchewan position peaked at $458K in Q3 2017.
3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Institute for Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.