LWA
POT

Lenox Wealth Advisors’s Potash Corp Of Saskatchewan POT Stock Holding History

Lenox Wealth Advisors’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
-125
Closed -$3K – 574
2017
Q4 		$3K Buy
+125
New +$2.42K ﹤0.01% 309

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

Lenox Wealth Advisors's POT Position: Q1 2018 in Review

Lenox Wealth Advisors sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 125 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in POT in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Lenox Wealth Advisors reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 125 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Potash Corp Of Saskatchewan in Q4 2017 and held it in 1 quarter.
  • Lenox Wealth Advisors's Potash Corp Of Saskatchewan position peaked at $3K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Lenox Wealth Advisors's 13F filing for Q1 2018, filed 13 Apr 2018.