MHIC
POT

Marble Harbor Investment Counsel’s Potash Corp Of Saskatchewan POT Stock Holding History

Marble Harbor Investment Counsel’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
-15,150
Closed -$313K – 161
2017
Q4 		$313K Hold
15,150
– – 0.06% 134
2017
Q3 		$291K Hold
15,150
– – 0.06% 137
2017
Q2 		$247K Sell
15,150
-2,360
-13% -$39.1K 0.05% 137
2017
Q1 		$299K Sell
17,510
-45
-0.3% -$815 0.07% 130
2016
Q4 		$318K Sell
17,555
-90
-0.5% -$1.56K 0.07% 126
2016
Q3 		$288K Buy
17,645
+800
+5% +$13.2K 0.07% 125
2016
Q2 		$274K Buy
16,845
+2,010
+14% +$33.6K 0.07% 125
2016
Q1 		$252K Sell
14,835
-5,115
-26% -$86K 0.06% 124
2015
Q4 		$342K Buy
19,950
+4,900
+33% +$97.5K 0.09% 101
2015
Q3 		$309K Sell
15,050
-1,200
-7% -$31.5K 0.09% 107
2015
Q2 		$503K Buy
16,250
+500
+3% +$16K 0.13% 86
2015
Q1 		$508K Buy
15,750
+500
+3% +$17.6K 0.13% 84
2014
Q4 		$539K Hold
15,250
– – 0.12% 96
2014
Q3 		$527K Sell
15,250
-1,000
-6% -$35.4K 0.13% 97
2014
Q2 		$617K Buy
16,250
+5,650
+53% +$204K 0.15% 92
2014
Q1 		$384K Hold
10,600
– – 0.1% 103
2013
Q4 		$349K Buy
10,600
+2,600
+33% +$82.9K 0.09% 107
2013
Q3 		$250K Buy
+8,000
New +$265K 0.07% 123

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

Marble Harbor Investment Counsel's POT Position: Q1 2018 in Review

Marble Harbor Investment Counsel sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 15,150 shares — an estimated $313K sold.

Marble Harbor Investment Counsel first reported a position in POT in Q3 2013 and held it in 18 quarters. The position peaked at $617K in Q2 2014. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Marble Harbor Investment Counsel reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Marble Harbor Investment Counsel sold 15,150 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $313K.
  • Marble Harbor Investment Counsel first reported a position in Potash Corp Of Saskatchewan in Q3 2013 and held it in 18 quarters.
  • Marble Harbor Investment Counsel's Potash Corp Of Saskatchewan position peaked at $617K in Q2 2014.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Marble Harbor Investment Counsel's 13F filing for Q1 2018, filed 10 May 2018.