LWA
POT

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

Lowe 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
-7,160
Closed -$148K – 281
2017
Q4 		$148K Sell
7,160
-360
-5% -$6.98K 0.09% 41
2017
Q3 		$145K Hold
7,520
– – 0.09% 39
2017
Q2 		$123K Buy
7,520
+845
+13% +$14K 0.08% 43
2017
Q1 		$114K Sell
6,675
-575
-8% -$10.4K 0.08% 43
2016
Q4 		$131K Buy
7,250
+760
+12% +$13.2K 0.09% 35
2016
Q3 		$106K Buy
6,490
+560
+9% +$9.25K 0.07% 41
2016
Q2 		$96K Buy
5,930
+5,400
+1,019% +$90.4K 0.06% 42
2016
Q1 		$9K Buy
530
+500
+1,667% +$8.41K 0.01% 134
2015
Q4 		$1K Hold
30
– – ﹤0.01% 226
2015
Q3 		$1K Hold
30
– – ﹤0.01% 226
2015
Q2 		$1K Hold
30
– – ﹤0.01% 226
2015
Q1 		$1K Buy
+30
New +$1.05K ﹤0.01% 223

Other funds holding POT

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return

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

Lowe Wealth Advisors sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 7,160 shares — an estimated $148K sold.

Lowe Wealth Advisors first reported a position in POT in Q1 2015 and held it in 12 quarters. The position peaked at $148K in Q4 2017. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Lowe Wealth Advisors reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Lowe Wealth Advisors sold 7,160 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $148K.
  • Lowe Wealth Advisors first reported a position in Potash Corp Of Saskatchewan in Q1 2015 and held it in 12 quarters.
  • Lowe Wealth Advisors's Potash Corp Of Saskatchewan position peaked at $148K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Lowe Wealth Advisors's 13F filing for Q1 2018, filed 6 Apr 2018.