Mosaic Family Wealth’s Potash Corp Of Saskatchewan POT Stock Holding History

Mosaic Family Wealth’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	-761	Closed	-$16K	–	718
2017 Q4	$16K	Hold	761	–	–	0.01%	481
2017 Q3	$15K	Hold	761	–	–	0.01%	523
2017 Q2	$12K	Sell	761 -369	-33%	-$6.11K	0.01%	492
2017 Q1	$19K	Hold	1,130	–	–	0.01%	449
2016 Q4	$20K	Hold	1,130	–	–	0.01%	434
2016 Q3	$18K	Buy	1,130 +369	+48%	+$6.09K	0.01%	458
2016 Q2	$13K	Hold	761	–	–	0.01%	507
2016 Q1	$12K	Hold	761	–	–	0.01%	510
2015 Q4	$13K	Buy	+761	New	+$15.1K	0.01%	501

Other funds holding POT

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Mosaic Family Wealth's POT Position: Q1 2018 in Review

Mosaic Family Wealth sold out of Potash Corp Of Saskatchewan (POT) in Q1 2018, closing a stake of 761 shares — an estimated $16K sold.

Mosaic Family Wealth first reported a position in POT in Q4 2015 and held it in 9 quarters. The position peaked at $20K in Q4 2016. 3 funds tracked by Wall St. Rank hold POT as of Q1 2018.

Mosaic Family Wealth reported no remaining Potash Corp Of Saskatchewan position as of Q1 2018 after selling out during the quarter.
Mosaic Family Wealth sold 761 Potash Corp Of Saskatchewan shares in Q1 2018, an estimated $16K.
Mosaic Family Wealth first reported a position in Potash Corp Of Saskatchewan in Q4 2015 and held it in 9 quarters.
Mosaic Family Wealth's Potash Corp Of Saskatchewan position peaked at $20K in Q4 2016.
3 funds tracked by Wall St. Rank held Potash Corp Of Saskatchewan as of Q1 2018.

Based on Mosaic Family Wealth's 13F filing for Q1 2018, filed 15 May 2018.