MIM
POT

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

Montgomery 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
-21,000
Closed -$433K – 95
2017
Q4 		$433K Hold
21,000
– – 0.18% 70
2017
Q3 		$404K Hold
21,000
– – 0.18% 70
2017
Q2 		$342K Hold
21,000
– – 0.16% 75
2017
Q1 		$359K Buy
21,000
+1,600
+8% +$29K 0.15% 80
2016
Q4 		$351K Buy
19,400
+6,500
+50% +$113K 0.15% 82
2016
Q3 		$211K Sell
12,900
-9,950
-44% -$164K 0.1% 90
2016
Q2 		$371K Hold
22,850
– – 0.18% 74
2016
Q1 		$389K Hold
22,850
– – 0.22% 62
2015
Q4 		$391K Sell
22,850
-300
-1% -$5.97K 0.22% 63
2015
Q3 		$475K Hold
23,150
– – 0.28% 57
2015
Q2 		$717K Hold
23,150
– – 0.37% 55
2015
Q1 		$747K Hold
23,150
– – 0.38% 56
2014
Q4 		$818K Buy
23,150
+8,600
+59% +$293K 0.39% 53
2014
Q3 		$503K Buy
14,550
+2,960
+26% +$105K 0.35% 58
2014
Q2 		$440K Hold
11,590
– – 0.34% 55
2014
Q1 		$420K Hold
11,590
– – 0.34% 56
2013
Q4 		$382K Sell
11,590
-1,650
-12% -$52.6K 0.31% 56
2013
Q3 		$414K Sell
13,240
-2,050
-13% -$68K 0.23% 63
2013
Q2 		$583K Buy
+15,290
New +$625K 0.32% 57

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

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

Montgomery Investment Management sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 21,000 shares — an estimated $433K sold.

Montgomery Investment Management first reported a position in POT in Q2 2013 and held it in 19 quarters. The position peaked at $818K in Q4 2014. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

  • Montgomery Investment Management reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
  • Montgomery Investment Management sold 21,000 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $433K.
  • Montgomery Investment Management first reported a position in Potash Corp Of Saskatchewan in Q2 2013 and held it in 19 quarters.
  • Montgomery Investment Management's Potash Corp Of Saskatchewan position peaked at $818K in Q4 2014.
  • 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Montgomery Investment Management's 13F filing for Q1 2018, filed 1 May 2018.