IIM
POT

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

Ipswich 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
-16,660
Closed -$344K – 156
2017
Q4 		$344K Buy
16,660
+6,200
+59% +$120K 0.15% 109
2017
Q3 		$201K Buy
+10,460
New +$186K 0.09% 137
2016
Q2 		– Sell
-4,000
Closed -$62K – 371
2016
Q1 		$62K Buy
+4,000
New +$67.3K 0.03% 209
2015
Q4 		– Sell
-10,080
Closed -$207K – 148
2015
Q3 		$207K Sell
10,080
-44,625
-82% -$1.17M 0.1% 129
2015
Q2 		$1.69M Sell
54,705
-18,895
-26% -$605K 0.76% 48
2015
Q1 		$2.37M Sell
73,600
-2,235
-3% -$78.6K 1.04% 38
2014
Q4 		$2.68M Buy
75,835
+3,925
+5% +$134K 1.14% 35
2014
Q3 		$2.48M Sell
71,910
-9,130
-11% -$323K 1.06% 41
2014
Q2 		$3.08M Buy
81,040
+15,520
+24% +$560K 1.19% 34
2014
Q1 		$2.37M Buy
65,520
+11,362
+21% +$382K 1.02% 42
2013
Q4 		$1.79M Sell
54,158
-13,190
-20% -$420K 0.75% 45
2013
Q3 		$2.11M Buy
67,348
+24,247
+56% +$804K 0.95% 44
2013
Q2 		$1.64M Buy
+43,101
New +$1.76M 0.71% 49

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

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

Ipswich Investment Management sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 16,660 shares — an estimated $344K sold.

Ipswich Investment Management first reported a position in POT in Q2 2013 and held it in 13 quarters. The position peaked at $3.08M in Q2 2014. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Ipswich Investment Management reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Ipswich Investment Management sold 16,660 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $344K.
  • Ipswich Investment Management first reported a position in Potash Corp Of Saskatchewan in Q2 2013 and held it in 13 quarters.
  • Ipswich Investment Management's Potash Corp Of Saskatchewan position peaked at $3.08M in Q2 2014.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Ipswich Investment Management's 13F filing for Q1 2018, filed 12 Apr 2018.