Morningstar Investment Services’s Potash Corp Of Saskatchewan POT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-33,477
| Closed | -$691K | – | 216 |
|
|
2017
Q4 | $691K | Buy |
33,477
+5,000
| +18% | +$96.9K | 0.01% | 149 |
|
|
2017
Q3 | $548K | Buy |
28,477
+3,637
| +15% | +$64.8K | 0.01% | 154 |
|
|
2017
Q2 | $405K | Buy |
24,840
+5,088
| +26% | +$84.2K | 0.01% | 155 |
|
|
2017
Q1 | $337K | Sell |
19,752
-2,915
| -13% | -$52.8K | 0.01% | 161 |
|
|
2016
Q4 | $410K | Sell |
22,667
-1,932
| -8% | -$33.5K | 0.01% | 154 |
|
|
2016
Q3 | $401K | Sell |
24,599
-3,791
| -13% | -$62.6K | 0.01% | 186 |
|
|
2016
Q2 | $468K | Sell |
28,390
-246,378
| -90% | -$4.12M | 0.01% | 180 |
|
|
2016
Q1 | $4.68M | Buy |
274,768
+27,344
| +11% | +$460K | 0.16% | 115 |
|
|
2015
Q4 | $4.24M | Buy |
247,424
+25,140
| +11% | +$500K | 0.17% | 111 |
|
|
2015
Q3 | $4.57M | Buy |
222,284
+22,598
| +11% | +$593K | 0.19% | 109 |
|
|
2015
Q2 | $6.18M | Buy |
199,686
+26,724
| +15% | +$856K | 0.26% | 96 |
|
|
2015
Q1 | $5.58M | Buy |
172,962
+15,317
| +10% | +$539K | 0.24% | 92 |
|
|
2014
Q4 | $5.57M | Buy |
157,645
+34,169
| +28% | +$1.16M | 0.26% | 90 |
|
|
2014
Q3 | $4.27M | Buy |
123,476
+14,042
| +13% | +$497K | 0.22% | 99 |
|
|
2014
Q2 | $4.15M | Buy |
109,434
+15,653
| +17% | +$565K | 0.24% | 93 |
|
|
2014
Q1 | $3.4M | Buy |
93,781
+14,006
| +18% | +$471K | 0.23% | 96 |
|
|
2013
Q4 | $2.63M | Buy |
79,775
+9,479
| +13% | +$302K | 0.2% | 102 |
|
|
2013
Q3 | $2.31M | Buy |
70,296
+11,432
| +19% | +$379K | 0.2% | 99 |
|
|
2013
Q2 | $2.24M | Buy |
+58,864
| New | +$2.4M | 0.23% | 83 |
|
Other funds holding POT
Morningstar Investment Services's POT Position: Q1 2018 in Review
Morningstar Investment Services sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 33,477 shares — an estimated $691K sold.
Morningstar Investment Services first reported a position in POT in Q2 2013 and held it in 19 quarters. The position peaked at $6.18M in Q2 2015. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.
- Morningstar Investment Services reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
- Morningstar Investment Services sold 33,477 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $691K.
- Morningstar Investment Services first reported a position in Potash Corp Of Saskatchewan in Q2 2013 and held it in 19 quarters.
- Morningstar Investment Services's Potash Corp Of Saskatchewan position peaked at $6.18M in Q2 2015.
- 3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.
Based on Morningstar Investment Services's 13F filing for Q1 2018, filed 10 May 2018.